Best Investors Account Sign in
Inactive

Connor Khushru White

Cwm, LLC

Omaha, NE

Doylestown, PA

CRD 7594894

Claim This Profile
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
TX RA APPROVED_RES 2025-07-22
PA RA APPROVED 2024-07-01
NE RA APPROVED 2023-05-31
  • TX RA
    APPROVED_RES
    Since 2025-07-22
  • PA RA
    APPROVED
    Since 2024-07-01
  • NE RA
    APPROVED
    Since 2023-05-31

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
Carson Wealth Doylestown PA 07/2022 07/2025
Wheaton College Wheaton IL 01/2022 04/2022
Pine Cove Christian Camps Tyler TX 05/2019 08/2021
Wheaton College Wheaton IL 08/2018 05/2022
Plumstead Christian School Plumsteadville PA 06/2018 08/2018
The Pour House New Hope PA 08/2017 04/2018
Giant Grocery Stores Doylestown PA 12/2020 02/2021
Cwm, Llc Omaha NE 05/2023 Present
Plumstead Christian School Plumsteadville PA 01/2013 06/2018
Carson Wealth Doylestown PA 07/2025 Present
  • 07/2022 → 07/2025
    Carson Wealth
    Doylestown, PA
  • 01/2022 → 04/2022
    Wheaton College
    Wheaton, IL
  • 05/2019 → 08/2021
    Pine Cove Christian Camps
    Tyler, TX
  • 08/2018 → 05/2022
    Wheaton College
    Wheaton, IL
  • 06/2018 → 08/2018
    Plumstead Christian School
    Plumsteadville, PA
  • 08/2017 → 04/2018
    The Pour House
    New Hope, PA
  • 12/2020 → 02/2021
    Giant Grocery Stores
    Doylestown, PA
  • 05/2023 → Present
    Omaha, NE
  • 01/2013 → 06/2018
    Plumstead Christian School
    Plumsteadville, PA
  • 07/2025 → Present
    Carson Wealth
    Doylestown, PA
Other Businesses

NAME OF BUSINESS: N/A NATURE: Financial POA for Zubin White START: 07/01/2026 POSITION: POA APPX. HRS/MONTH: 0 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Legal representation of their estate upon their death

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-26
  • S65 Uniform Investment Adviser Law Examination
    2023-05-26

View on SEC IAPD

More in Omaha, NE

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor