CWM, LLC

CRD 155344File 801-72037

APPROVED

Retail clients

Custody

Filing as of Jul 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$50.58B

Top 10% of cohort (national)

Discretionary AUM

$49.46B

Non-discretionary $1.12B

Clients

52,669

154,206 accounts

Employees

1,416

Top 10% of cohort in NE

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Jan 3, 2011
Principal office: 14600 BRANCH ST., OMAHA, NE, 68154
Phone: 402-330-0808
Website: https://twitter.com/GoldFamilyWlth

Assets & accounts

ADV Item 5F

Total regulatory AUM: $50.58B
Discretionary AUM: $49.46B
Non-discretionary AUM: $1.12B
Discretionary accounts: 146,763
Non-discretionary accounts: 7,443
Total accounts: 154,206
AUM per client: $960K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	339	$2.52B
High net worth individuals	7,231	$21.91B
Pension and profit sharing plans	67	$2.28B
Individuals (other than high net worth individuals)	45,032	$23.87B

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — SOLICITOR FEES FROM OTHER INVESTMENT ADVISORS
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.