Zeke Eliah Guerrero

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

• 05/2020 → 09/2023
  Walmart
  Yuma, AZ
• 09/2020 → 05/2022
  Arizona Western College
  Yuma, AZ
• 09/2022 → Present
  Arizona State University
  Yuma, AZ
• 08/2022 → Present
  Southwest Cactus Association
  Yuma, AZ
• 08/2016 → 05/2020
  Cibola Highschool
  Yuma, AZ
• 09/2023 → 03/2024
  Yuma Investment Group Wealth Managment
  Yuma, AZ
• 03/2024 → 01/2025
  Yuma Investment Group Wealth Management
  Yuma, AZ
• 03/2024 → Present
  Cwm, Llc
  Omaha, NE
• 01/2025 → Present
  Yuma & Imperial Valley Wealth Management
  Yuma, AZ

Other Businesses

NAME OF BUSINESS: Arizona Interscholastic Association/ Southwest Cactus Association NATURE: High School Referee START: 8/15/2022 POSITION: Referee APPX. HRS/MONTH: 10 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Referee Highschool wrestling NAME OF BUSINESS: Business Networking International (BNI) NATURE: Referral network START: 08/01/2024 POSITION: President APPX. HRS/MONTH: 7 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 100 DUTIES: Give and Receive referrals to members of the group. Run Weekly meetings

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-02