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Cwm Advisory, LLC

● SEC registered since 2026CRD 299923SEC# 801-135493Ocean Pines, MD
Export (members)
Reg. AUM
$101M
Employees
6
Accounts
559
Location
Ocean Pines, MD

Cwm Advisory, LLC assets under management

Cwm Advisory, LLC is a registered investment adviser overseen by the SEC based in Ocean Pines, MD. The firm has been registered since 2026. It reports $101 million in regulatory assets under management and employs 6 people.
www.instagram.com/creativewealthmanagementllcView on SEC.gov ↗

Cwm Advisory, LLC owners & executives

2 reported
NameTitleOwnershipSince
Harold Lynn Carmean ControlPresident & Managing Member & Chief Compliance OfficerOver 75%2018
Tristan L Jacobi ControlManaging Partner10-25%2024

Frequently asked questions

How much does Cwm Advisory, LLC manage?

Cwm Advisory, LLC reports $101 million in regulatory assets under management on its Form ADV.

How many employees does Cwm Advisory, LLC have?

Cwm Advisory, LLC reports 6 employees.

Where is Cwm Advisory, LLC located?

Cwm Advisory, LLC is based in Ocean Pines, MD and has been SEC-registered since 2026.

Does Cwm Advisory, LLC disclose fund performance?

Cwm Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11202 Racetrack Road, Ste 102, Ocean Pines, MD 21811
Phone(410) 208-1091
Fax(410)-208-1093
Office hours8:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$100.1M
Non-discretionary$843K
Total (RAUM)$101M