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Sarah Marie Taylor

Cwm, LLC

Omaha, NE

Atlanta, GA

CRD 6611259

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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
GA RA APPROVED 2023-01-23
  • GA RA
    APPROVED
    Since 2023-01-23

Branch Locations

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

3384 Peachtree Road Ne, Suite 260, Atlanta, GA 30326 • 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
Dsf Wealth Management, Llc Atlanta GA 02/2016 01/2023
Cwm, Llc Omaha NE 11/2022 Present
Dsf Wealth Management, Llc Atlanta GA 01/2023 06/2025
Carson Wealth Atlanta GA 06/2025 Present
  • 02/2016 → 01/2023
    Dsf Wealth Management, Llc
    Atlanta, GA
  • 11/2022 → Present
    Cwm, Llc
    Omaha, NE
  • 01/2023 → 06/2025
    Dsf Wealth Management, Llc
    Atlanta, GA
  • 06/2025 → Present
    Carson Wealth
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-20
  • S65 Uniform Investment Adviser Law Examination
    2022-12-20

View on SEC IAPD

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