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James Joseph Cuorato

Cwm, LLC

Omaha, NE

Doylestown, PA

CRD 6254052

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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
PA RA APPROVED 2025-06-16
  • PA RA
    APPROVED
    Since 2025-06-16

Branch Locations

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

215 Farm Lane, Doylestown, PA 18901 • 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
Retirement Planning Specialist Willow Grove PA 09/2013 08/2021
Lasalle St Investment Advisors Llc Elmhurst IL 05/2021 08/2021
Stonecrop Wealth Advisors, Llc Chadds Ford PA 09/2021 05/2025
Carson Wealth Doylestown PA 06/2025 Present
Cwm, Llc Omaha NE 06/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-27
  • S65 Uniform Investment Adviser Law Examination
    2025-05-27
Other Names
  • James Joseph Cuorato

View on SEC IAPD

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