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CWM PARTNERS, LLC

· CRD 299857 · IAPD ↗ · cwm-partners.com · (646) 546-5275

$59.8MRegulatory AUM
2Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2024 — CWM PARTNERS, LLC now reports custody of client assets ($44.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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