Paul Daniel Aragona

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

• 10/2008 → 05/2026
  Lpl Financial Llc
  Lafayette, LA
• 10/2008 → 12/2017
  St. Martin Bank & Trust
  Lafayette, LA
• 05/2026 → Present
  Tungsten Wealth
  Broken Arrow, OK
• 05/2026 → Present
  Cwm, Llc
  Omaha, NE
• 12/2017 → 05/2026
  Home Bank
  Lafayette, LA

Previous Registrations

• 2008-10-30 → 2026-06-01
  Lpl Financial Llc
  Lafayette, LA
  Lafayette, LA
  Fort Mill, SC
  St. Martinville, LA
  St. Martinville, LA
  St. Martinville, LA
  Lafayette, LA
  Broussard, LA
  Welsh, LA
  Elton, LA
  Jennings, LA
  Crowley, LA
  Church Point, LA
  Lafayette, LA
  Lafayette, LA
  Friendswood, TX
  Houston, TX
  Webster, TX
  Houston, TX
  Sugarland, TX
  Sunset, LA
• 2007-08-20 → 2008-10-31
  Investment Professionals, Inc.
  St. Martinville, LA
  Lafayette, LA
  Lafayette, LA
  St. Martinville, LA
  San Antonio, TX

Other Businesses

1. 7/8/2014: Rue Seven Properties - Investment Related - Do not have an office. - Real Estate - Started 03/07/2014 - 20 Hours Per Month/0 During Securities Trading - real estate developer/ flipper. 2. 09/05/2023 - Legacy Financial services LLC dba Tungsten Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/01/2023 - 40 Hours Per Month/ 40 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-08-17
• S63 Uniform Securities Agent State Law Examination
  1999-08-12

Other Names

• Paul Aragona