Scott Alan Rhodes

CFA

Cwm, LLC

26 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningTax Planning

Cwm, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

588 advisors

Number of Clients

43,706 clients

Average Client Portfolio

$773K average

Assets Under Management

$33.8B

Fee Structure

Minimum Investment:$50K

Financial Planning:Included in AUM fee

Location

601 Union Street, Suite 2600, Seattle, WA, 98101

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Cwm, LLC

June 2023 - Present · 2 yrs 8 mos

Northwest Capital Management INC.

August 2017 - Present · 8 yrs 6 mos

Previous Registrations

Harbour Investment Management L.L.C.

March 2018 - January 2019 · 10 mos

Northwest Capital Management INC.

August 2017 - December 2017 · 4 mos

Kutscher Rhodes & Benner, INC.

June 1999 - April 2017 · 17 yrs 10 mos

State Registrations2 states

ORWA

Advisor

Exams

No exam information available for this advisor.