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Cwm, LLC CRD 155344
$50.6B regulatory AUM 248 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-03-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Conger Wealth Management | Little Rock | AR | 07/2010 | 08/2018 |
| Advisory Alpha Llc | Little Rock | AR | 08/2018 | 03/2025 |
| Hollar Wealth | Little Rock | AR | 03/2025 | Present |
| Cwm, Llc | Omaha | NE | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-08 |
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