# CWM

CWM is a Bank / Wealth / Trust based in Omaha, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Omaha, United States
- **Region:** North America
- **Address:** Omaha, NE, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** https://cwm.co.uk
- **LinkedIn:** https://www.linkedin.com/company/carson-wealth-management-group

## Regulatory record

- **CRD number:** 155344
- **SEC file number:** 801-72037
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155344

## About

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.

## 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.

## Related profiles

- [CWA Asset Management Group](https://altss.com/profile/cwa-asset-management-group)
- [CXI Advisors](https://altss.com/profile/cxi-advisors)

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

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