Christopher J Martin

Cwm, LLC

14 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

1 Centerpointe Drive, Suite 115, Lake Oswego, OR, 97035

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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.

December 2014 - Present · 11 yrs 2 mos

Previous Registrations

Northwest Capital Management INC.

November 2014 - December 2017 · 3 yrs 1 mo

Morgan Stanley

December 2010 - January 2015 · 4 yrs 1 mo

State Registrations2 states

ORWA

Advisor

Exams

No exam information available for this advisor.