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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2025-07-30 |
| TX | RA | APPROVED | 2025-07-30 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
Manchaca, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Manchaca | TX | 09/2011 | 07/2025 |
| Cetera Wealth Services Llc | El Segundo | CA | 07/2025 | Present |
| Entirety Financial Dba Entirety | Manchaca | TX | 07/2021 | Present |
| Scarborough Financial, Inc | Manchaca | TX | 11/2015 | Present |
1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 07/2025 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DUTIES OF FINANCIAL ADVISOR AND MANGING RELATIONSHIPS WITH CLIENTS 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2007 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: WILD NOW INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIDUCIARY ROLE START DATE: 11/2020 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: .25 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: NON-PROFIT BOARD MEMBER WHOSE PURPOSE IS THE ADOPTION AND CARE OF WILD MUSTANGS AND BURROS. 4. NAME OF OTHER BUSINESS: SCARBOROUGH FINANCIAL, INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/2015 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: FOR TAX PURPOSES ONLY 5. NAME OF OTHER BUSINESS: SOUTH AUSTIN ROTARY FOUNDATION INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIDUCIARY ROLE START DATE: 07/2017 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: .25 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: BOARD MEMBER FOR MY LOCAL ROTARY CLUB WITH 8 MEMBERS AND PROVIING NO INVESTMENT ADVICE 6. NAME OF OTHER BUSINESS: ENTIRETY FINANCIAL DBA ENTIRETY INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 07/2021 POSITION/TITLE/RELATIONSHIP: CO-FOUNDER / WEALTH MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDING BROKERAGE AND ADVISORY SERVICES WHEN NEEDED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-26 |
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