Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningTax Planning
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
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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.

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Other Business Activities

Adam works as a driver for Uber since 2017, providing transportation services. This takes about 10-20% of his time and does not occur during trading hours.

Employment History
Current Registrations
Cwm, LLC
April 2025 - Present · 10 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.