# CWM Partners

CWM Partners is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** www.cwm-partners.com

## Regulatory record

- **CRD number:** 299857
- **SEC file number:** 801-114490
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299857

## About

CWM Partners is an SEC-registered investment adviser since 2019. The firm manages approximately $60 million in regulatory assets, $2 million on a discretionary basis. It has 3 employees and 2 investment advisers.

## Questions

### Who runs investment decisions at CWM Partners?

No named principals or investment committee members are disclosed in available records.

### Does CWM Partners participate in fund commitments or only direct deals?

No information on deal structure or fund commitments is available.

## Related profiles

- [CW Industrial Partners](https://altss.com/profile/cw-industrial-partners)
- [CWP Private Wealth Management](https://altss.com/profile/cwp-private-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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