Joel David Riha-Aldrich

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

• 08/2020 → 10/2025
  Orion Advisor Technology
  Omaha, NE
• 08/2020 → 10/2025
  Orion Portfolio Solutions
  Omaha, NE
• 03/2020 → 08/2020
  Omaha Country Club
  Omaha, NE
• 08/2019 → 03/2020
  A&G Restaurant
  Maryville, MO
• 03/2017 → 08/2019
  Meca
  Omaha, NE
• 01/2016 → 03/2017
  Orsi'S Italian Bakery
  Omaha, NE
• 10/2025 → Present
  Carson Group
  Omaha, NE
• 10/2025 → Present
  Cwm, Llc
  Omaha, NE

Previous Registrations

• 2023-01-31 → 2025-10-08
  Orion Portfolio Solutions, Llc
  Omaha, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-25

Other Names

• Joel David Riha