CWM, LLC

14600 Branch St.
Omaha, Nebraska 68154
Tel: 402-330-0808

About CWM, LLC

CWM, LLC, formally registered with the SEC as CWM, LLC. The firm was established in 01/03/2011. They have over 166 offices throughout the country.

CWM, LLC is a Omaha, Nebraska based Financial Planning firm with nearly $26,774,389,503 assets under management, offering retirement planning & investment advisory services to 110327 clients. The firm is staffed with 1111 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155344
SEC#	801-72037
Assets Managed by Firm	$26,774,389,503
No. of Clients	110327
No. of Advisors	1111

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR FEES FROM OTHER INVESTMENT ADVISORS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS)

Firm Client Information

	No. of Clients	AUM
Firm Total	110327	$26,774,389,503
Individuals (other than high net worth individuals)	31916	$8,268,302,377
High net worth individuals	7275	$15,561,032,882
Pension and profit sharing plans	46	$1,197,645,033
Corporations or other businesses	464	$1,747,409,211

More Retirement Planning firms in Omaha, Nebraska:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ORION PORTFOLIO SOLUTIONS, LLC 17605 Wright St Omaha, NE, 68130	$53,844,463,960	299169	404
AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$24,871,650,720	1982	50
AMERITAS ADVISORY SERVICES, LLC 5900 O Street Lincoln, NE, 68510	$10,289,301,520	39033	545
BRIDGES INVESTMENT MANAGEMENT INC 13333 California St, Suite 500 Omaha, NE, 68154	$9,882,583,283	2646	76
MUTUAL ADVISORS, LLC 9140 W Dodge Road, Suite 230 Omaha, NE, 68114	$6,947,119,840	20381	255

Explore More Retirement Advisors in Omaha, Nebraska

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.