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CWM
CWM is an SEC-registered investment adviser in Omaha, NE, registered since 2011. The firm manages $50.6 billion in assets, with $49.5 billion on a...
CWM
CWM is an SEC-registered investment adviser in Omaha, NE, registered since 2011. The firm manages $50.6 billion in assets, with $49.5 billion on a discretionary basis. It has 1416 employees and 472 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2011
Location
Region
North America
Country
United States
City
Omaha
Corporate office
Omaha, NE, United States
Frequently asked questions
Who runs CWM?
No principals, portfolio managers, or executive officers for CWM are identified in public filings, news media, or the firm's own communications. The leadership structure remains private.
Is CWM affiliated with any larger financial institution?
No parent company or affiliate relationships have been identified for CWM. Without a website or LinkedIn presence, common ownership structures with other Omaha-based financial entities cannot be confirmed or ruled out.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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