Danielle Fava

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

• 04/2012 → 07/2020
  Td Ameritrade
  Jersey City, NJ
• 10/2016 → 02/2021
  Staten Island Cyo
  Staten Island, NY
• 07/2020 → 04/2024
  Envestnet, Inc.
  Berwyn, PA
• 08/2022 → 04/2024
  Envestnet Embedded Advisory, Inc
  Chicago, IL
• 04/2024 → Present
  Cwm, Llc
  Omaha, NE
• 04/2024 → Present
  Carson Group
  Omaha, NE

Previous Registrations

• 2023-03-22 → 2024-04-08
  Envestnet Embedded Advisory, Inc.
  Chicago, IL
  Berwyn, PA
• 2024-01-23 → 2024-04-05
  Envestnet Pmc
  Berwyn, PA
  Berwyn, PA

Other Businesses

NAME OF BUSINESS: Language Consulting Worldwide NATURE: This company provides culture and bias training solutions to organizations. LCW helps transform organizations across the world with the people-centric mindsets, skills, & systems to succeed and thrive in a culturally diverse world START: 02/01/2022 POSITION: Investor & Board Member APPX. HRS/MONTH: 4 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 2 DUTIES: Advisory Board Member NAME OF BUSINESS: Spot Consulting NATURE: Third Party Consulting START: 5/26/2025 POSITION: Spot Consultant APPX. HRS/MONTH: 5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: 1 hour interview about AI-based meeting summarization services NAME OF BUSINESS: N/A NATURE: Real Estate START: 5/26/2025 POSITION: Owner APPX. HRS/MONTH: 4 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Maintain property NAME OF BUSINESS: Thicket Ventures NATURE: Invests in early-stage companies inside and outside the wealth management space START: 2/1/2024 POSITION: Venture Partner APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Venture Partner NAME OF BUSINESS: Vast Assembly NATURE: Marketing AI-Based Technology START: 3/1/2024 POSITION: Board Member APPX. HRS/MONTH: 4 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Board Member NAME OF BUSINESS: Fintech NATURE: Business Solutions START: 09/30/2025 POSITION: Advisory Member & Investor APPX. HRS/MONTH: 4 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Quarterly board meetings and assessment of business plans

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-04

Other Names

• Danielle Delgado
• Danielle Fontana
• Dani Fava