Investment adviser · CRD 299923
CWM ADVISORY, LLC
Investment adviser filing (IA)
OCEAN PINES, MD, United States · Form ADV filed Jun 23, 2026
- Regulatory AUM
- $101M Form ADV · Item 5.F
- Client accounts
- 559 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 34 | $60,871,682 | 60.3% |
| Individuals | 209 | $40,101,938 | 39.7% |
| Retirement plans | 5 | $0 | 0.0% |
Filing source
Form ADV 2114663 · Jun 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 23, 2026. View historical filings
Reported services
Financial planning · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
11202 RACETRACK ROAD, STE 102OCEAN PINES, MD, 21811, United States
CRD 299923
Filing source
Form ADV 2114663 · Jun 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.