| Name | Title | Ownership | Since |
|---|---|---|---|
| Carson Group Holdings, LLC Control | Direct Owner | Over 75% | 2010 |
| George Burton White Control | Ceo | Under 5% | 2023 |
| James Clements Control | Chief Compliance Officer | Under 5% | 2020 |
Cwm, LLC reports $33.8 billion in regulatory assets under management on its Form ADV.
Cwm, LLC reports 1,314 employees.
Cwm, LLC is based in Omaha, NE and has been SEC-registered since 2011.
Cwm, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 14600 Branch St., Omaha, NE 68154 |
| Phone | 402-330-0808 |
| Fax | 402-330-1668 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $33.3B |
| Non-discretionary | $470.8M |
| Total (RAUM) | $33.78B |