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CFP
DA
CFP

Daniel Armas

Cwm, LLC
23 Years of Experience
Red Bank, NJ
Sells Insurance
View SEC Summary
View SEC Summary

Daniel Armas is a CFP-designated registered investment advisor at Cwm, LLC, based in Red Bank, NJ, with 23 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
663 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

125 Half Mile Road Suite 200, Red Bank, NJ, 07701

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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, potentially compensated with commissions, since 2021. He is also a board member for Embrace Kids Foundation, dedicating minimal time to meetings, fundraising, and an ambassador role.

Employment History
Current Registrations
Cwm, LLC
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Vanderbilt Securities, LLCBroker
June 2017 - March 2021 · 3 yrs 9 mos
Gitterman Wealth Management, LLC
August 2010 - March 2021 · 10 yrs 7 mos
Triad Advisors, INC.Broker
May 2010 - June 2017 · 7 yrs 1 mo
Triad Advisors, INC.
May 2010 - May 2010 · 0 mos
Ing Financial Advisers, LLC
March 2003 - May 2010 · 7 yrs 2 mos
Ing Financial Advisers, LLCBroker
October 2002 - May 2010 · 7 yrs 7 mos
State Registrations2 states
CTNJ
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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