Overview
Assets Under Management: $60 million
High-Net-Worth Clients: 2
Average Client Assets: $29.0 million
Frequently Asked Questions
CWM PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #299857), CWM PARTNERS, LLC is subject to fiduciary duty under federal law.
CWM PARTNERS, LLC serves 2 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, CWM PARTNERS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CWM PARTNERS, LLC manages $60 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, CWM PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.90%
Average Client Assets: $29.0 million
Total Client Accounts: 15
Discretionary Accounts: 2
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 299857
Filing ID: 2041947
Last Filing Date: 2026-03-24 16:03:19