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CWM, LLC

OMAHA, NE · CRD 155344 · IAPD ↗ · advancedretirementstrategies.com · 402-330-0808

$50.58BRegulatory AUM
472Advisory reps
1416Employees
248Clients
More than 500Planning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

69
March 2026 — CWM, LLC reported RAUM up 50% ($33.78B -> $50.58B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
March 2026 — CWM, LLC grew from 456 to 472 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
65
April 2025 — CWM, LLC reported RAUM up 26% ($26.77B -> $33.78B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — CWM, LLC grew from 354 to 456 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
66
April 2024 — CWM, LLC reported RAUM up 34% ($19.94B -> $26.77B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.