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James Kampetis

Cwm, LLC

Omaha, NE

Pittsburgh, PA

Pittsburgh, PA

North Canton, OH

CRD 5092190

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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
OH RA APPROVED 2024-02-27
PA RA APPROVED 2022-07-18
  • OH RA
    APPROVED
    Since 2024-02-27
  • PA RA
    APPROVED
    Since 2022-07-18

Branch Locations

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

1 Bigelow Square 20Th Floor, Pittsburgh, PA 15219 • United States

7418 Brighton Rd, Pittsburgh, PA 15202 • United States

6633 Frank Avenue Nw, North Canton, OH 44720 • 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
Cwm, Llc Omaha NE 07/2022 Present
Aptus Wealth Management Pittsburg PA 06/2022 05/2023
E.E. Powell & Company, Inc. Seven Fields PA 08/2016 12/2017
Self-Employed Cecil PA 01/2018 06/2022
Carson Wealth Pittsburg PA 05/2023 Present
  • 07/2022 → Present
    Cwm, Llc
    Omaha, NE
  • 06/2022 → 05/2023
    Aptus Wealth Management
    Pittsburg, PA
  • 08/2016 → 12/2017
    E.E. Powell & Company, Inc.
    Seven Fields, PA
  • 01/2018 → 06/2022
    Self-Employed
    Cecil, PA
  • 05/2023 → Present
    Carson Wealth
    Pittsburg, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-15
  • S66 Uniform Combined State Law Examination
    2014-08-15
Designations
  • Certified Financial Planner
Other Names
  • James Kampetis
  • James Christopher Kampetis
  • James Christopher Kampetis

View on SEC IAPD

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