|
⚲
|
| CWM Partners LLC
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| |
|---|---|
| CRD # | 299857 |
| SEC # | 801-114490 |
| CIK # | |
| AUM | $62.4 MM (2024-03-25) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 646-546-5275 |
| Address | 799 Park Avenue 12A New York, NY 10021 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 12 | 61.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 26 | 62.4 |
| By Discretionary | ||
| Discretionary | 10 | 4.4 |
| Non-Discretionary | 16 | 57.9 |
| Total | 26 | 62.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 62.4 | |
| Total | 26 | 62.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Peapod Lane Capital LLC
✚
|
NY | 0.1 |
|
Schaffer & Company Asset Management Inc
✚
|
NY | 0.1 |
|
The Wealthplan FL LLC
✚
|
NY | 0.1 |
|
Vincere Wealth Management LLC
✚
|
IN | 0.1 |
|
Great Northern Asset Management Inc
✚
|
FL | 0.1 |
|
Senior Tax Advisory Group Inc
✚
|
CO | 0.1 |
|
Wright Private Asset Management LLC
✚
|
CT | 0.1 |
|
Empiric Advisors Inc
✚
|
TX | 0.1 |
|
FNZ Advisers LLC
✚
|
NY | 0.1 |
|
Adams Financial Concepts LLC
✚
|
WA | 0.1 |