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CFP
DA
CFP

Daniel Adams

Cwm, LLC
24 Years of Experience
Kennewick, WA
Sells Insurance
View SEC Summary
View SEC Summary

Daniel Adams is a CFP-designated registered investment advisor at Cwm, LLC, based in Kennewick, WA, with 24 years of industry experience. Daniel 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.

Cwm, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
660 advisors
Number of Clients
52,669 clients
Average Client Portfolio
$960K average
Assets Under Management
$50.6B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7117 West Hood Place, Suite 120, Kennewick, WA, 99336

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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.

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Other Business ActivitiesSells Insurance

Daniel is an insurance agent selling life, health, disability, annuities, and long-term care insurance with various companies. He is also the president of the Walla Walla Valley Estate Planning Council, dedicating minimal time to administrative duties.

Employment History
Current Registrations
Cwm, LLC
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
September 2018 - September 2019 · 1 yr
Cetera Advisor Networks LLCBroker
September 2018 - December 2019 · 1 yr 3 mos
Latitude Wealth Management, LLC
June 2014 - October 2018 · 4 yrs 4 mos
Cetera Advisors LLCBroker
February 2012 - February 2019 · 7 yrs
Cetera Advisors LLC
February 2012 - February 2019 · 7 yrs
Pacific West Financial Consultants INC
January 2004 - February 2012 · 8 yrs 1 mo
Pacific West Securities, INC.Broker
December 2003 - February 2012 · 8 yrs 2 mos
Metropolitan Investment Securities, INC.Broker
April 2002 - December 2003 · 1 yr 8 mos
State Registrations2 states
TXWA
Advisor

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
No exam information available for this advisor.
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