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Cody Christian Mutz

Cwm, LLC

Omaha, NE

Irvine, CA

CRD 8331486

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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
CA RA APPROVED 2026-08-25
  • CA RA
    APPROVED
    Since 2026-08-25

Branch Locations

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

220 Progress, Suite 150, Irvine, CA 92618 • 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
Cal Polytechnic State University San Luis Obispo CA 09/2022 03/2024
Tesoro High School Las Flores CA 08/2016 06/2020
Saddleback College Mission Viejo CA 08/2020 08/2022
Luxottica Irvine CA 05/2024 07/2025
Carson Wealth Management Irvine CA 08/2026 Present
Uber Eats Na CA 08/2025 07/2026
Cwm, Llc Omaha NE 08/2026 Present
  • 09/2022 → 03/2024
    Cal Polytechnic State University
    San Luis Obispo, CA
  • 08/2016 → 06/2020
    Tesoro High School
    Las Flores, CA
  • 08/2020 → 08/2022
    Saddleback College
    Mission Viejo, CA
  • 05/2024 → 07/2025
    Luxottica
    Irvine, CA
  • 08/2026 → Present
    Carson Wealth Management
    Irvine, CA
  • 08/2025 → 07/2026
    Uber Eats
    Na, CA
  • 08/2026 → Present
    Cwm, Llc
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-28
  • S65 Uniform Investment Adviser Law Examination
    2026-03-28
Other Names
  • Cody Mutz

View on SEC IAPD

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