Amelia Ann West

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

• 12/2010 → 03/2017
  Commonwealth Financial Network
  Waltham, MA
• 12/2010 → 03/2017
  Goldstein Group Financial Advisors, Llc
  Indianapolis, IN
• 05/2017 → 12/2021
  Howell Financial Advisors, Inc.
  Carmel, IN
• 12/2021 → 03/2026
  Total Wealth Planning, Llc
  Carmel, IN
• 11/2025 → Present
  Cwm, Llc
  Omaha, NE
• 11/2025 → Present
  Carson Wealth
  Carmel, IN

Previous Registrations

• 2022-01-21 → 2026-03-23
  Total Wealth Planning, Llc
  Carmel, IN
  Carmel, IN
  Cincinnati, OH
• 2017-06-22 → 2023-01-06
  Howell Financial Advisors, Inc.
  Noblesville, IN
• 2010-12-20 → 2017-03-27
  Commonwealth Financial Network
  Indianapolis, IN
• 2010-04-26 → 2010-12-20
  Thurston, Springer, Miller, Herd & Titak, Inc.
  Indianapolis, IN
  Indianapolis, IN
• 2004-12-09 → 2010-04-29
  Ameriprise Financial Services, Llc
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

NAME OF BUSINESS: Saint Ambrose Academy NATURE: School START: 08/2020 POSITION: Volunteer Administrator/Treasurer APPX. HRS/MONTH: 5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Administrator/Treasurer

Exams

• S66 Uniform Combined State Law Examination
  2004-12-08

Designations

• Certified Financial Planner

Other Names

• Amelia Ann Hammond