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CWM ADVISORY, LLC

CRD 299923 · SEC 801-135493

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11202 RACETRACK ROAD, STE 102, OCEAN PINES, MD, 21811, United States

Phone

(410) 208-1091

Fax

(410)-208-1093

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$101.0M

Discretionary AUM

$100.1M

Team

6 total employees; 3 advisory reps; 5 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-29

Disciplinary history

No

Services

Financial planningPension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals209$40.1M
High net worth individuals34$60.9M
Pension/profit sharing plans5$0

States served

DE, MD, PA, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD