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Matthew Ryan Mcaleer

Cwm, LLC

Omaha, NE

West Des Moines, IA

CRD 8185887

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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
IA RA APPROVED 2025-11-05
  • IA RA
    APPROVED
    Since 2025-11-05

Branch Locations

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

1080 Jordan Creek Pkwy Ste 300 N, West Des Moines, IA 50266 • 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
Kpmg Des Moines IA 08/2019 09/2025
Carson Wealth West Des Moines IA 09/2025 11/2025
Student Waverly IA 08/2015 05/2019
Carson Wealth West Des Moines IA 11/2025 Present
Cwm, Llc Omaha NE 11/2025 Present
  • 08/2019 → 09/2025
    Kpmg
    Des Moines, IA
  • 09/2025 → 11/2025
    Carson Wealth
    West Des Moines, IA
  • 08/2015 → 05/2019
    Student
    Waverly, IA
  • 11/2025 → Present
    Carson Wealth
    West Des Moines, IA
  • 11/2025 → Present
    Cwm, Llc
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-28
  • S65 Uniform Investment Adviser Law Examination
    2025-10-28
Other Names
  • Matthew Mcaleer

View on SEC IAPD

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