# CWM Wealth Management

CWM Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** cwmwealth.com

## Regulatory record

- **CRD number:** 165388
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165388

## About

CWM Wealth Management, LLC is a state-registered investment adviser with $919,408 in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Questions

### Who runs investment decisions at CWM Wealth Management?

No named principals or investment professionals are identified in public sources. The firm has not disclosed its leadership or investment committee (public record).

### Does CWM Wealth Management make direct investments or only fund commitments?

No information is available about the firm's investment approach—whether it participates in direct deals, fund commitments, or solely manages client portfolios via third-party vehicles (public record).

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Last updated: 2026-07-11T04:02:04.000Z

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