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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-10 |
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 |
|---|---|---|---|---|
| High Swartz, Llp F/K/A Mcnamara Bolla And Panzer | Doylestown | PA | 01/2012 | Present |
| Cwm, Llc | Omaha | NE | 03/2025 | Present |
| Carson Wealth | Doylestown | PA | 03/2025 | Present |
| County Of Bucks | Doylestown | PA | 01/2012 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-31 |
| S66 | Uniform Combined State Law Examination | 2002-10-19 |
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