CWM, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $50.58B |
| Discretionary | $49.46B98% of AUM |
| Non-Discretionary | $1.12B |
| Client Accounts | 154,206 |
| Avg Account Size | $328K |
| Employees | 1,416 |
| Peak AUM | $50.58BFeb 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $50.6B | +49.8% | +36.4% | +27.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $50.58B |
| Discretionary | $49.46B |
| Employees | 1416 |
| Client Accounts | 154206 |
| Client Range | More than 500 |
Contact & Location
Address
14600 BRANCH ST.
OMAHA NE 68154
Phone
402-330-0808
Filing History
331 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$49.5B
97.8% of AUM
Non-Discretionary
$1.1B
2.2% of AUM
Disc. mix ▼ 0.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Related Entities (Item 7)
Broker-DealerInvestment AdviserPension Consultant