|
⚲
|
| CWM LLC
✚
| |
|---|---|
| CRD # | 155344 |
| SEC # | 801-72037 |
| CIK # | 0001535847 |
| AUM | $26.8 BB (2024-08-21) |
| Employees | 1,111 (32% Investors, 24% Brokers) |
| Phone | 402-330-0808 |
| Address | 14600 Branch St Omaha, NE 68154 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31,916 | 8.3 |
| (b) Individuals (high net worth individuals) | 7,275 | 15.6 |
| (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 | 46 | 1.2 |
| (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 | 464 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 110,327 | 26.8 |
| By Discretionary | ||
| Discretionary | 110,291 | 26.8 |
| Non-Discretionary | 36 | 0.0 |
| Total | 110,327 | 26.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 26.8 | |
| Total | 110,327 | 26.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001535847] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Scout Investments Inc
✚
|
MO | 29.0 |
|
Western Asset Management Company Limited
✚
|
28.4 | |
|
Ruffer LLP
✚
|
27.1 | |
|
Prudent Man Advisors LLC
✚
|
IL | 27.0 |
|
Wasatch Advisors LP
✚
|
UT | 26.7 |
|
Invesco Hong Kong Limited
✚
|
26.0 | |
|
Clark Capital Management Group Inc
✚
|
PA | 25.9 |
|
Advanced Capital Group Inc
✚
|
MN | 25.9 |
|
Valic Financial Advisors Inc
✚
|
TX | 25.2 |
|
Ameritas Investment Partners Inc
✚
|
NE | 24.9 |