Levi Travis Port
Investment Adviser Representative at CWM, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Levi Travis Port is an investment adviser representative with CWM, LLC in Kaysville, UT, where they have been registered since 2024. They have worked in the securities industry since 2022 and were previously registered with Diversify Wealth Management LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Utah.
Registrations & licenses
- Investment adviser:
- Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- FirstPurpose WealthDec 2021 – Feb 2024Orem, UT
- Mountain America Credit UnionDec 2020 – Dec 2021Spanish Fork, UT
- Prominence Natural StoneNov 2019 – Dec 2020Payson, UT
- Helo-Wood HelicopterAug 2019 – Nov 2019Tremonton, UT
- The Church of Jesus Christ of Latter-Day SaintsAug 2017 – Aug 2019Salt Lake City, UT
- SchoolJan 2012 – Aug 2017Perry, UT
- CWM, LLCFeb 2024 – no end date reportedOmaha, NE
- ARS Investment Advisors, Inc.Feb 2024 – Aug 2026Kaysville, UT
- Crest Financial PartnersAug 2026 – no end date reportedKaysville, UT
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About CWM, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 639
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Omaha, NE
- SEC file number:
- 801-72037
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at CWM, LLC
Showing 12 of 639 in the directory
Similar advisors in Kaysville, UT
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Levi Travis Port has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched