This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$59.8MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$1.8M

Private client RAUM

$58.0MderivedItem 5.D individuals plus high net worth individuals

Private client share

97%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$29.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

15

Individual clients

0

High net worth clients

2

SEC number

801-114490

CRD

299857

Filings on the tape

17

First filed

Nov 27, 2018

Latest filed

Mar 24, 2026

Organised

Limited Liability Company, NY

Website

cwm-partners.com

• Occurred

  Nov 27, 2018
  First Form ADV filing

  Cwm Partners, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ea8f5bdb-424e-5e99-6c14-48561ae32e20

First observed

Nov 27, 2018

Last observed

Mar 24, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.