Gabriela Caito

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

• 01/2015 → 05/2018
  Mercy High School
  Omaha, NE
• 11/2015 → 08/2018
  Fareway Meat And Grocery
  Omaha, NE
• 05/2017 → 08/2017
  Digilio Family
  Omaha, NE
• 05/2018 → 08/2018
  Potter Family
  Omaha, NE
• 08/2018 → 05/2019
  Loyola University Chicago
  Chicago, IL
• 05/2019 → 08/2019
  Hain Family
  Omaha, NE
• 08/2019 → 05/2022
  Creighton University
  Omaha, NE
• 11/2019 → 04/2022
  Berkshire Hathaway Homestate Companies
  Omaha, NE
• 04/2022 → 05/2023
  Farm Credit Services Of America
  Omaha, NE
• 05/2023 → 05/2023
  Wolfe Research
  St. Louis, MO
• 06/2023 → 11/2024
  Farm Credit Services Of America
  Omaha, NE
• 11/2024 → Present
  Carson Wealth
  Omaha, NE

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-10

Other Names

• Gabbi Caito