Brent Jameson Petty

CFP

Cwm, LLC

23 Years of Experience

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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.

June 2005 - Present · 20 yrs 8 mos

Previous Registrations

Northwest Capital Management INC.

June 2005 - December 2017 · 12 yrs 6 mos

Arnerich Massena & Associates, INC

September 2003 - July 2005 · 1 yr 10 mos

ICMA Retirement CORP

October 2002 - September 2003 · 11 mos

State Registrations2 states

ORWA

Advisor

Exams

No exam information available for this advisor.