CWM ADVISORY, LLC
SEC Form ADV profile.
Total regulatory AUM
$100,973,620
Discretionary
$100,130,929
Non-discretionary
$842,691
Firm details
- CRD number
- 299923
- SEC file number
- 801-135493
- Main office
- OCEAN PINES, MD, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.