Brianne Marie Brucker Derveloy

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2019 → 02/2025
  Family Wealth Management Group
  Dahlonega, GA
• 02/2018 → 07/2019
  Integrated Financial Group/ The Brain Trust
  Dunwoody, GA
• 05/2017 → 02/2018
  North Georgia Wealth Management Group
  Dahlonega, GA
• 03/2015 → 04/2017
  Vanderbilt University Medical Center
  Nashville, TN
• 02/2018 → 05/2023
  Lpl Financial Llc
  Dahloneiga, GA
• 03/2021 → 02/2025
  Wcg Wealth Advisors, Llc
  Dahlonega, GA
• 02/2025 → Present
  Family Wealth Management Group
  Dahlonega, GA
• 02/2025 → Present
  Cwm, Llc
  Omaha, NE

Previous Registrations

• 2021-03-09 → 2025-02-12
  The Wealth Consulting Group
  Las Vegas, NV
  Dahlonega, GA
  Chattanooga, TN

Exams

• S66 Uniform Combined State Law Examination
  2021-03-05

Other Names

• Brianne Marie Brucker