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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2026-07-16 |
Branch Locations
14600 Branch St., Omaha, NE 68154 • United States
4609 Bluebonnet Blvd. Suite A, Baton Rouge, LA 70809 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olivier Group | New Orleans | LA | 09/2025 | Present |
| Unemployed | Baton Rouge | LA | 03/2025 | 09/2025 |
| Trsl | Baton Rouge | LA | 02/2024 | 03/2025 |
| Louisiana Economic Development | Baton Rouge | LA | 05/2021 | 02/2024 |
| Trsl | Baton Rouge | LA | 02/2018 | 05/2021 |
| Restore Louisiana | Baton Rouge | LA | 07/2017 | 02/2018 |
| Caregiver | Baton Rouge | LA | 02/2016 | 07/2017 |
| Cwm, Llc | Omaha | NE | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-06 |
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