← Directory
CWM PARTNERS, LLC
CRD 299857File 801-114490
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$59.8M
Bottom 25% of cohort (national)
Discretionary AUM
$1.8M
Non-discretionary $58.1M
Clients
4
15 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 28, 2019
- Principal office
- Not reported
- Phone
- (646) 546-5275
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $59.8M
- Discretionary AUM
- $1.8M
- Non-discretionary AUM
- $58.1M
- Discretionary accounts
- 2
- Non-discretionary accounts
- 13
- Total accounts
- 15
- AUM per client
- $15.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.9M |
| High net worth individuals | Fewer than 5 | $58.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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 11This 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.