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Micah Vincent Shilanski

Cwm, LLC

Omaha, NE

Wasilla, AK

CRD 4540876

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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:

Current Employers
Cwm, Llc

14600 Branch St., Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2025-09-24
TX RA APPROVED 2025-09-23
  • AK RA
    APPROVED
    Since 2025-09-24
  • TX RA
    APPROVED
    Since 2025-09-23

Branch Locations

14600 Branch St., Omaha, NE 68154 • United States

3706 E Meridian Loop, Wasilla, AK 99654 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Shilanski & Associates Anchorage AK 01/2000 09/2025
Summit Brokerage Services Inc Anchorage AK 09/2005 09/2018
Shilanski & Associates Anchorage AK 01/2000 Present
Cwm, Llc Omaha NE 09/2025 Present
Shilanski & Associates Anchorage AK 09/2025 Present
  • 01/2000 → 09/2025
    Shilanski & Associates
    Anchorage, AK
  • 09/2005 → 09/2018
    Summit Brokerage Services Inc
    Anchorage, AK
  • 01/2000 → Present
    Shilanski & Associates
    Anchorage, AK
  • 09/2025 → Present
    Omaha, NE
  • 09/2025 → Present
    Shilanski & Associates
    Anchorage, AK
Previous Registrations
  • 2006-01-20 → 2025-12-31
    Shilanski & Associates, Inc.
    Anchorage, AK
Other Businesses

NAME OF BUSINESS: AirShares LLC NATURE: LLC Holding Company START: 05/01/2026 POSITION: Member APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Manager of LLC NAME OF BUSINESS: Friends of Birchwood NATURE: Non-profit START: 06/20/2023 POSITION: Board Member APPX. HRS/MONTH: .5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: President NAME OF BUSINESS: Freedom Point Condo Association NATURE: Condo association START: 11/2021 POSITION: Board Member APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: President of the board NAME OF BUSINESS: Shilanski Foundation NATURE: Charity START: 01/2019 POSITION: Director/President APPX. HRS/MONTH: .5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Grantor NAME OF BUSINESS: St. Therese's Camp NATURE: Summer Camp START: 06/2022 POSITION: Board Member APPX. HRS/MONTH: .5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Oversight on governance NAME OF BUSINESS: SHAW3, LLC NATURE: Real Estate START: 2025 POSITION: Owner APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Property owner NAME OF BUSINESS: SurgeTK NATURE: Tech Platform START: 2025 POSITION: Owner APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 DUTIES: Owner, content development value and creation NAME OF BUSINESS: BAW, LLC NATURE: Holding Company START: 2023 POSITION: Owner APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Maintain LLC NAME OF BUSINESS: Retirement Tax Services, LLC NATURE: Tax Liability START: 2019 POSITION: Co-Owner APPX. HRS/MONTH: .5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: .5 DUTIES: Help create content and speak at events NAME OF BUSINESS: Barski, LLC NATURE: Aircraft START: 01/01/2008 POSITION: Co-Owner APPX. HRS/MONTH: 10 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Ownership NAME OF BUSINESS: The Perfect RIA NATURE: Registered Investment Firm START: 01/01/2017 POSITION: CEO APPX. HRS/MONTH: 5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 5 DUTIES: Maintain RIA FIXED INSURANCE NATURE: Insurance START: 07/17/2024 APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-10-03
  • S63 Uniform Securities Agent State Law Examination
    2005-10-03
Designations
  • Certified Financial Planner

View on SEC IAPD

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