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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| CWM LLC
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|---|---|
| CRD # | 155344 |
| SEC # | 801-72037 |
| CIK # | 0001535847 |
| AUM | $33.8 B (2025-07-30) |
| Employees | 1,314 (35% Investors, 16% Brokers) |
| Phone | 402-330-0808 |
| Address | 14600 Branch St Omaha, NE 68154 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36,441 | 12.7 |
| (b) Individuals (high net worth individuals) | 6,848 | 17.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 68 | 1.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 349 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 124,944 | 33.8 |
| By Discretionary | ||
| Discretionary | 122,653 | 33.3 |
| Non-Discretionary | 2,291 | 0.5 |
| Total | 124,944 | 33.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 33.8 | |
| Total | 124,944 | 33.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001535847] |
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