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CWM, LLC

SEC Form ADV profile.

Total regulatory AUM
$50,579,657,663
Discretionary
$49,464,325,511
Non-discretionary
$1,115,332,152

Firm details

CRD number
155344
SEC file number
801-72037
Main office
OMAHA, NE, United States
Employees
1,416
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Other

As of October 2026.