Cwm, LLC
● SEC registered since 2011CRD 155344SEC# 801-72037Omaha, NE
Reg. AUM
$50.58B
Employees
1,416
Accounts
154,206
Location
Omaha, NE
Cwm, LLC assets under management
Cwm, LLC is an SEC-registered investment adviser based in Omaha, NE. The firm has been registered since 2011. It reports $50.6 billion in regulatory assets under management and employs 1,416 people.
Cwm, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carson Group Holdings, LLC Control | Direct Owner | Over 75% | 2010 |
| George Burton White Control | Ceo | Under 5% | 2023 |
| John Thomas Boyle Control | Svp, Ria Operations | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Cwm, LLC manage?
Cwm, LLC reports $50.6 billion in regulatory assets under management on its Form ADV.
How many employees does Cwm, LLC have?
Cwm, LLC reports 1,416 employees.
Where is Cwm, LLC located?
Cwm, LLC is based in Omaha, NE and has been SEC-registered since 2011.
Does Cwm, LLC disclose fund performance?
Cwm, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$50.58B▲ 89%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$50.58Bregulatory AUM
Discretionary $49.46BNon-discretionary $1.12B