Investment adviser · CRD 155344
CWM, LLC
Investment adviser filing (IA)
OMAHA, NE, United States · Form ADV filed Sep 30, 2026
- Regulatory AUM
- $50.6B Form ADV · Item 5.F
- Client accounts
- 154,206 Accounts, not individual clients
- Employees
- 1,416 Reported in this filing
- Advisory professionals
- 472 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 |
|---|---|---|---|
| Individuals | 45,032 | $23,867,069,690 | 47.2% |
| High-net-worth individuals | 7,231 | $21,908,025,021 | 43.3% |
| Corporations & businesses | 339 | $2,520,890,061 | 5.0% |
| Retirement plans | 67 | $2,283,672,891 | 4.5% |
Filing source
Form ADV 2135704 · Sep 30, 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: Sep 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
14600 BRANCH ST.OMAHA, NE, 68154, United States
CRD 155344
Filing source
Form ADV 2135704 · Sep 30, 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.