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Luke Brent Pine

Cwm, LLC

Omaha, NE

Scottsdale, AZ

CRD 6515559

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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
AZ RA APPROVED 2025-03-25
  • AZ RA
    APPROVED
    Since 2025-03-25

Branch Locations

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

4800 N Scottsdale Rd, Ste 1900, Scottsdale, AZ 85251 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Integrated Wealth Management, Llc. Scottsdale AZ 08/2017 09/2023
Cwm, Llc. Scottsdale AZ 10/2023 Present
Chapman University Orange CA 08/2013 07/2017
  • 08/2017 → 09/2023
    Integrated Wealth Management, Llc.
    Scottsdale, AZ
  • 10/2023 → Present
    Cwm, Llc.
    Scottsdale, AZ
  • 08/2013 → 07/2017
    Chapman University
    Orange, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-05
  • S65 Uniform Investment Adviser Law Examination
    2025-03-05
Other Names
  • Luke B Pine

View on SEC IAPD

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