Patricia Ann Wilder

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

• 03/2014 → 03/2021
  Edward Jones
  St Louis, MO
• 05/2021 → 10/2025
  Lpl Financial Llc
  Austin, TX
• 10/2025 → Present
  Cwm, Llc Dba Carson Partners - Crd # 155344
  Belton, TX
• 04/2021 → 05/2021
  Unemployed
  Dripping Springs, TX
• 10/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2021-05-19 → 2025-10-22
  Lpl Financial Llc
  Austin, TX
  San Diego, CA
  Belton, TX
• 2014-06-09 → 2021-04-01
  Edward Jones
  St Louis, MO
  San Marcos, TX
  Kyle, TX

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 05/2014; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS - CRD # 155344; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR / INVESTMENT ADVISOR REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: PROVIDING ADVISORY SERVICES TO CLIENTS WHEN NEEDED; 3. NAME OF OTHER BUSINESS: FLASHPOINT FINANCIAL SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 06/2021; POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: PROVIDE ADVISORY AND BROKERAGE SERVICES TO CLIENTS WHEN NEEDED; 4. NAME OF OTHER BUSINESS: DRIPPING SPRINGS LIONS CLUB; INVESTMENT RELATED: NO; ADDRESS: DRIPPING SPRINGS, TX 78620; NATURE OF BUSINESS: NON-PROFIT COMMUNITY-BASED ORGANIZATION; START DATE: 09/2021; POSITION/TITLE/RELATIONSHIP: VOLUNTEER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: MENTOR CHILDREN AND PERFORM EYE EXAMS;

Exams

• S66 Uniform Combined State Law Examination
  2014-06-06

Other Names

• Patricia Ann Wilder
• Patricia Ann Emery
• Patricia Ann Morgan