CWM, LLC

Overview

CWM, LLC is an SEC registered investment adviser based in Omaha, NE, registered since 2011. It reports $50.6B in assets under management across 154,206 accounts, with 1,416 employees. It has 630 investment adviser representatives.

Reported AUM

$50.6B

Discretionary

98%

Accounts

154,206

Average account

$328K

Employees

1,416

Advisory reps

630

Registered since

2011

Jurisdictions

52

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 6

• George Burton White Chief Executive Officer CRD 3057759
• Omani Rose Carson Founder, Chairman CRD 1238219
• Kristin Streff Chief Compliance Officer CRD 8253891

3 more executive officers, with direct contact details

Advisory reps 3 of 630

• Brian Nikolas Aamlid Insurance Agent · Investment Adviser Rep CRD 6868599
• David J Abbs Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1031068
• Maria Carmen Barnes Abustan Insurance Agent · Investment Adviser Rep CRD 6623621

627 more advisory reps, with emails, phones and branch locations

Location

Headquarters

14600 Branch St
Omaha, NE 68154

County

Douglas

Metro area

Omaha-Council Bluffs, NE-IA

Region

Midwest

Registrations

• SEC registered
• Registered in 52 jurisdictions
• Website: cultivatewealth.com

Every state, with registration dates

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