Lovess Henry

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

• 01/2012 → 05/2023
  Sigma Financial
  Ann Arbor, MI
• 05/2023 → 09/2024
  Lpl Financial Llc
  Austin, TX
• 09/2024 → Present
  Cwm, Llc
  Omaha, NE
• 09/2024 → Present
  3006 Bee Caves Rd Suite A-200
  Austin, TX

Previous Registrations

• 2023-05-15 → 2024-09-13
  Lpl Financial Llc
  Austin, TX

Other Businesses

06/07/2023 - Lovess Henry-Notary - Investment Related - At Reported Business Location(s) - Notary - Start Date 07/18//2016 - 1 Hour Per Month/ 1 Hour During Securities Trading - Time Spent 1%

Exams

• S66 Uniform Combined State Law Examination
  2022-05-07

Other Names

• Lovess Andrea Edwards
• Lovess Andrea Henry
• Lovess Andrea Barreras