Cwm Partners, LLC
● SEC registered since 2019CRD 299857SEC# 801-114490
Reg. AUM
$59.8M
Employees
3
Accounts
15
Location
—
Cwm Partners, LLC assets under management
Cwm Partners, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2019. It reports $59.8 million in regulatory assets under management and employs 3 people.
Cwm Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cristina Markman | Owner | 10-25% | 2022 |
| Michael Warszawski Control | Ceo And Cco | Over 75% | 2018 |
Frequently asked questions
How much does Cwm Partners, LLC manage?
Cwm Partners, LLC reports $59.8 million in regulatory assets under management on its Form ADV.
How many employees does Cwm Partners, LLC have?
Cwm Partners, LLC reports 3 employees.
Does Cwm Partners, LLC disclose fund performance?
Cwm Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (646) 546-5275 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$59.8M▲ 6%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$59.8Mregulatory AUM
Discretionary $1.8MNon-discretionary $58.1M