Adam John Tarver

Cwm, LLC

5 Years of Experience

View SEC Summary

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

14600 Branch St., Omaha, NE, 68154

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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

August 2020 - Present · 5 yrs 6 mos

State Registrations2 states

LATX

Advisor

Exams

No exam information available for this advisor.