Paul Michael West

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

Authority	Category	Status	Date
TX	RA	APPROVED	2023-11-21
NE	RA	APPROVED	2014-09-23

TX RA
APPROVED

Since 2023-11-21
NE RA
APPROVED

Since 2014-09-23

Branch Locations

14600 Branch St., Omaha, NE 68154 • 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

Organization	City	State	From	To
Cwm, Llc	Omaha	NE	06/2012	Present

06/2012 → Present

Cwm, Llc

Omaha, NE

Previous Registrations

2007-11-06 → 2012-09-27

Ipro One Management, Inc.

West Palm Beach, FL
2011-12-02 → 2012-06-11

Method Enterprises, Llc

12020 Shamrock Plaza, Suite 105, NE
2003-07-23 → 2010-03-12

Securities America Advisors, Inc.

Omaha, NE

Other Businesses

NAME OF BUSINESS: 1890 Foundation NATURE: Charitable services for student athletes START: 1/1/2023 POSITION: Board Member APPX. HRS/MONTH: 4 % APPX HRS/MONTH DURING TRADING HOURS: 2 NAME OF BUSINESS: PW Capital, LLC NATURE: Investment Membership Club START: 5/26/2022 POSITION: Owner APPX. HRS/MONTH: 4 % APPX HRS/MONTH DURING TRADING HOURS: 1 NAME OF BUSINESS: PWRE, LLC NATURE: Real Estate START: 5/26/2022 POSITION: President APPX. HRS/MONTH:4 % APPX HRS/MONTH DURING TRADING HOURS: 1 NAME OF BUSINESS: Omaha Chamber Economic Development NATURE: Think Tank START: 1/1/2022 POSITION: Chair APPX. HRS/MONTH:2 % APPX HRS/MONTH DURING TRADING HOURS: 50 NAME OF BUSINESS: Fixed Insurance NATURE: Insurance START: 8/13/2020 POSITION: Managing Partner APPX. HRS/MONTH:15 % APPX HRS/MONTH DURING TRADING HOURS: 100 NAME OF BUSINESS: Peak Advisor Alliance NATURE: Business Development START: 1/30/2015 POSITION: Managing Dire APPX. HRS/MONTH:40 % APPX HRS/MONTH DURING TRADING HOURS: 25 NAME OF BUSINESS: Dreamweaver NATURE: Charitable START: 1/1/2020 POSITION: Board Member APPX. HRS/MONTH:5 % APPX HRS/MONTH DURING TRADING HOURS: 10 NAME OF BUSINESS: MOQ Finance Board NATURE: Charitable Organ START: 1/1/2020 POSITION: Board Member APPX. HRS/MONTH:4 % APPX HRS/MONTH DURING TRADING HOURS:0 NAME OF BUSINESS: CHI Foundation NATURE: Healthcare START: 01/01/2024 POSITION: Board Member APPX. HRS/MONTH: 2 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Board Member

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1999-04-19

S66 Uniform Combined State Law Examination

1999-04-19

Designations

Certified Financial Planner

View on SEC IAPD