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Michael Mcgahan

Cwm, LLC
38 Years of Experience
Lake Mary, FL
Broker
View SEC Summary
View SEC Summary

Michael Mcgahan is a registered investment advisor at Cwm, LLC, based in Lake Mary, FL, with 38 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 52,669 clients with $51B in assets under management.

Cwm, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
660 advisors
Number of Clients
52,669 clients
Average Client Portfolio
$960K average
Assets Under Management
$50.6B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual investment advisory fee ranges up to a maximum of 2.50% of assets held in the account. Fees are negotiable based on account size, complexity, and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

755 Primera Blvd, Suite 1001, Lake Mary, FL, 32746

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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.

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Other Business Activities

Michael works as a wealth advisor for Jackson Wealth Management, LLC, dedicating significantly more than full-time hours to this role. He also works as a broker dealer registered representative for Osaic Wealth, Inc., dedicating significantly more than full-time hours during trading hours.

Employment History
Current Registrations
Cwm, LLC
June 2026 - Present · 4 mos
Cetera Wealth Services, LLC
May 2026 - Present · 5 mos
Cetera Wealth Services, LLCBroker
May 2026 - Present · 5 mos
Jackson Wealth Management, LLC
September 2013 - Present · 13 yrs 1 mo
Previous Registrations
Osaic Wealth, INC.Broker
August 2024 - May 2026 · 1 yr 9 mos
Triad Advisors LLCBroker
September 2013 - August 2024 · 10 yrs 11 mos
Charles Schwab & CO., INC.
October 2008 - September 2013 · 4 yrs 11 mos
Charles Schwab & CO., INC.Broker
October 2008 - September 2013 · 4 yrs 11 mos
UBS Financial Services INC.
September 2006 - September 2007 · 1 yr
UBS Financial Services INC.Broker
March 2006 - September 2007 · 1 yr 6 mos
UBS Securities LLCBroker
January 2006 - March 2006 · 2 mos
UBS Financial Services INC.
April 1997 - January 2006 · 8 yrs 9 mos
UBS Financial Services INC.Broker
April 1997 - January 2006 · 8 yrs 9 mos
Prudential Securities IncorporatedBroker
November 1991 - March 1997 · 5 yrs 4 mos
American Aegis Securities, INC.Broker
August 1990 - November 1990 · 3 mos
R.W. Smith & Associates, INC.Broker
May 1989 - April 1990 · 11 mos
Marshall Davis, INC.Broker
December 1988 - April 1989 · 4 mos
R a F Financial CorporationBroker
February 1986 - December 1988 · 2 yrs 10 mos
State Registrations30 states
ALARCACOFLGAIDILKYMAMEMIMNMOMSNCNJNMNVNYOHOKPAPRRISCTNTXVAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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