Marc James Wambaugh

CFP

Cwm, LLC

19 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

Contact

Marc James Wambaugh

Location

4665 Cornell Rd., Ste. 160, Cincinnati, OH, 45241

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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

November 2025 - Present · 3 mos

Total Wealth Planning, LLC

July 2021 - Present · 4 yrs 7 mos

Previous Registrations

Cassady Schiller Wealth Management, LLC

November 2007 - December 2020 · 13 yrs 1 mo

Strategic Advisers, INC.

June 2004 - February 2006 · 1 yr 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.