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CWM PARTNERS, LLC
CRD 299857 · SEC 801-114490
NY, United States
Phone
(646) 546-5275
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$59.8M
Discretionary AUM
$1.8M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING, FACILITATION, AND EDUCATIONAL SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2 | $58.0M |
| Charitable organizations | 2 | $1.9M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD