CWM PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$59,840,472
Discretionary
$1,754,515
Non-discretionary
$58,085,957
Firm details
- CRD number
- 299857
- SEC file number
- 801-114490
- Employees
- 3
- SEC status
- Approved
- Website
- https://www.cwm-partners.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.