Patrick Sean Henderson

Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 07/2025
  Dmk Advisors (Previously Stephen A. Kohn & Associates, Ltd.)
  Lakewood, CO
• 09/2012 → 10/2025
  Aveo Capital Partners
  Greenwood Village, CO
• 07/2025 → Present
  Cwm, Llc
  Omaha, NE
• 07/2025 → Present
  Carson Wealth
  Englewood, CO

Previous Registrations

• 2012-10-23 → 2025-10-02
  Aveo Capital Partners, Llc
  Englewood, CO
• 2008-08-08 → 2012-09-20
  Ubs Financial Services Inc.
  Denver, CO
• 2004-09-13 → 2008-08-22
  Citigroup Global Markets Inc.
  Cherry Creek Lake, CO
  Denver, CO
• 2001-02-13 → 2004-09-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Denver, CO

Other Businesses

Sept 2012: Aveo Capital Partners, Partner, Aveo Private Wealth Advisors, Partner, PH1 Capital Investments LLC, Sole member, RIA Holdings, Partner; all at 9635 Maroon Circle, Ste. 440, Englewood, CO 80112;

Exams

• S66 Uniform Combined State Law Examination
  2000-12-27

Other Names

• P. Sean Henderson