Michael Gold is a CFP-designated registered investment advisor at Cwm, LLC, based in Omaha, NE, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 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
CWM, LLC charges an annual fee based on a percentage of the value of your investments. This fee can be up to 2.50% annually. The exact fee is negotiable and depends on factors like the size of your account, the types of assets, and the complexity of your situation. Different investment advisor representatives may charge different fees for the same services. CWM retains a portion of the fee for administrative and support services. Fees are typically deducted from your account quarterly.
Location
14600 Branch St., Omaha, NE, 68154
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Regulatory History (1)
Criminal
October 2025Other Business ActivitiesSells Insurance
Michael is the President and CEO of Gold Family Wealth, LLC, a financial planning firm, since 2018, dedicating nearly full-time hours to it. Michael is also an insurance agent since 2021.
Employment History
Current Registrations
Cwm, LLC
Previous Registrations
Gold Family Wealth
People's Securities, INC.
People's Securities, INC.Broker
Gfa Securities, LLCBroker
Gerstein Fisher
Commonwealth Financial NetworkBroker
Family Office Group LLC
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Ladenburg Thalmann Asset Management INC
Ladenburg, Thalmann & CO., INC.Broker
Ladenburg Capital Management INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations2 states
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.