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Braxton L Bean

Cwm, LLC

Omaha, NE

Kaysville, UT

CRD 8206777

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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
UT RA APPROVED 2026-03-06
  • UT RA
    APPROVED
    Since 2026-03-06

Branch Locations

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

562 N Main Street, Ste. 100, Kaysville, UT 84037 • 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
Ars Investment Advisors, Inc. Kaysville UT 02/2026 Present
Cwm, Llc Omaha NE 02/2026 Present
Unemployed Bluffdale UT 08/2025 02/2026
Private Advisory Group Redmond WA 06/2024 09/2024
Utah Valley University Orem UT 01/2022 08/2025
Byu - Idaho Rexburg ID 09/2021 12/2021
Eastlake High School Sammamish WA 08/2017 08/2021
Inglewood Middle School Sammamish WA 08/2015 05/2017
  • 02/2026 → Present
    Ars Investment Advisors, Inc.
    Kaysville, UT
  • 02/2026 → Present
    Cwm, Llc
    Omaha, NE
  • 08/2025 → 02/2026
    Unemployed
    Bluffdale, UT
  • 06/2024 → 09/2024
    Private Advisory Group
    Redmond, WA
  • 01/2022 → 08/2025
    Utah Valley University
    Orem, UT
  • 09/2021 → 12/2021
    Byu - Idaho
    Rexburg, ID
  • 08/2017 → 08/2021
    Eastlake High School
    Sammamish, WA
  • 08/2015 → 05/2017
    Inglewood Middle School
    Sammamish, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-26
  • S65 Uniform Investment Adviser Law Examination
    2025-03-26

View on SEC IAPD

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