Alan Wright is a registered investment advisor at Cwm, LLC, based in The Woodlands, TX, with 26 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
1780 Hughes Landing, Suite 570, The Woodlands, TX, 77380
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alan is an investment advisory representative for CWM, LLC DBA Carson Wealth Management Group, Carson Group Partners and Carson Group, spending about a quarter of his time providing advisory services. He also works as an insurance agent selling life, disability, annuities, and long-term care, dedicating a few hours per week, and is a partner in JAW Financial, a shell corporation created to purchase group medical insurance, spending minimal time on it.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Pinnacle Financial Group
LPL Financial LLCBroker
LPL Financial LLC
Ameritas Investment CORP
Ameritas Investment CORP.Broker
1717 Capital Management CompanyBroker
State Registrations1 state
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
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