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Adam John Tarver

Cwm, LLC

Omaha, NE

Thibodaux, LA

CRD 6986844

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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
LA RA APPROVED 2020-08-24
TX RA APPROVED 2020-08-24
  • LA RA
    APPROVED
    Since 2020-08-24
  • TX RA
    APPROVED
    Since 2020-08-24

Branch Locations

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

114 Rue Colette, Thibodaux, LA 70301 • 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
Student Thibodaux LA 07/2015 05/2020
Parish Wealth Partners Thibodaux LA 06/2020 Present
  • 07/2015 → 05/2020
    Student
    Thibodaux, LA
  • 06/2020 → Present
    Parish Wealth Partners
    Thibodaux, LA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-06
  • S65 Uniform Investment Adviser Law Examination
    2020-08-06

View on SEC IAPD

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