SEC Form ADV

CWM PARTNERS, LLC

Firm profile: CWM Partners — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment Adviser
$59.8M
Assets Under Management
15
Total Clients
3
Employees
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Registration Details

Accession
CRD-299857
Filing Date
March 24, 2026
AUM
$59.8M
Total Clients
15
Institutional Clients
2
Employees
3
Amendment
No

Client Types

HNW IndividualsCharitable Organizations

About this Adviser

CWM PARTNERS, LLC is a registered investment adviser, managing approximately $59.8M in assets across 15 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.