Olivia Denise Payne

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

• 06/2016 → 02/2017
  Motorheads Bar And Grill
  Mcdonough, GA
• 02/2017 → 08/2017
  Unemployed
  Thousand Oaks, CA
• 08/2017 → 03/2018
  Dsw Inc
  Thousand Oaks, CA
• 03/2018 → 04/2019
  Promises Malibu
  Malibu, CA
• 04/2019 → 04/2023
  Morton Capital Management
  Calabasas, CA
• 05/2023 → 09/2023
  Tamar Securities Llc
  Woodland Hills, CA
• 10/2023 → 04/2025
  Pierson Wealth Management
  Santa Clarita, CA
• 04/2025 → 05/2025
  Kurt Mattson
  Atlanta, GA
• 05/2025 → 08/2026
  Kurt Mattson
  Atlanta, GA
• 05/2025 → 08/2026
  Northwestern Mutual Investment Services Llc
  Atlanta, GA
• 07/2025 → 08/2026
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 08/2026 → Present
  Cwm, Llc
  Omaha, NE
• 08/2026 → Present
  Yari Capital
  Atlanta, GA

Previous Registrations

• 2025-06-13 → 2026-08-20
  Northwestern Mutual Investment Services, Llc
  Atlanta, GA
• 2024-09-27 → 2025-04-30
  Cetera Investment Advisers Llc
  Santa Clarita, CA
• 2023-06-01 → 2023-09-18
  Tamar Securities, Llc
  Woodland Hills, CA
• 2020-03-02 → 2023-04-18
  Morton Wealth
  Calabasas, CA

Other Businesses

FIXED INSURANCE NATURE: Insurance START: 12/2023 APPX. HRS/MONTH: 5-10 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 10 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-09-20
• S65 Uniform Investment Adviser Law Examination
  2020-03-02

Designations

• Certified Financial Planner

Other Names

• Olivia D Payne
• Olivia Denise Payne
• Olivia Payne