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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2023-02-23 |
Branch Locations
211 Perimieter Center Parkway Suite 1025, Atlanta, GA 30346 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jon Baker Financial Group | Atlanta | GA | 08/2022 | 12/2022 |
| Lowe's Companies, Inc | Athens | GA | 06/2020 | 08/2021 |
| Turner Concrete Professionals | Atlanta | GA | 05/2018 | 08/2018 |
| St. Pius X Catholic School | Atlanta | GA | 08/2012 | 05/2018 |
| University Of Georgia | Athens | GA | 08/2018 | 05/2022 |
| Carson Wealth | Atlanta | GA | 01/2023 | 03/2025 |
| Cwm, Llc | Omaha | NE | 01/2023 | Present |
| Carson Wealth | Atlanta | GA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-14 |
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