CWM PARTNERS, LLC
SEC RegisteredSERVING WITH LOYALTY, DUE CARE, AND UTMOST GOOD FAITH
About the firm
CWM Partners offers tailored, comprehensive wealth consulting services to discerning families whose vision and values span multiple generations. Each mandate is carefully tailored to the family's needs, drawing on a thorough knowledge of the inner workings of the wealth management industry and a systematic approach to planning, execution, and the achievement of results.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tailored, comprehensive wealth consulting services including defining and achieving meaningful goals, building robust wealth oversight plans and processes, identifying aligned product and service providers, establishing comprehensive investment, business, tax and succession plans, and educating and engaging the rising generation.
Who they serve
Discerning families whose vision and values span multiple generations, seeking professionals with a unique combination of analytical skills and emotional intelligence.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 2 | $58M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5,000,000 | 1.00% |
| Next $5,000,001-$10,000,000 | 0.75% |
| Next $10,000,001-$25,000,000 | 0.50% |
| Over $25,000,000 | 0.40% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CWM PARTNERS, LLC 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 the SEC or FINRA websites before making any decision.
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.
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