Cwm Partners, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 24, 2026, reports $60M in regulatory assets under management, 3 employees, and 15 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
2
2
Charitable
50.0%
2
Categories with <5 clients
Charitable Organizations<5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$60Mas of March 24, 2026
Discretionary2.9%
$2M
3% of total RAUM2.9%
Non-discretionary97.1%
$58M
97% of total RAUM97.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$60M
Total Accounts15
10Y AUM Change+$60M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee1:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.