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Cwm, LLC CRD 155344
$50.6B regulatory AUM 248 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-22 |
| PA | RA | APPROVED | 2024-07-01 |
| NE | RA | APPROVED | 2023-05-31 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
215 Farm Lane, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-26 |
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