CWM ADVISORY, LLC

CRD 299923File 801-135493

APPROVED

Retail clients

Filing as of Jun 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$101.0M

Bottom 25% of cohort (national)

Discretionary AUM

$100.1M

Non-discretionary $843K

Clients

248

559 accounts

Employees

Bottom 25% of cohort in MD

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Mar 6, 2026
Principal office: 11202 RACETRACK ROAD, STE 102, OCEAN PINES, MD, 21811
Phone: (410) 208-1091
Website: https://www.instagram.com/creativewealthmanagementllc/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $101.0M
Discretionary AUM: $100.1M
Non-discretionary AUM: $843K
Discretionary accounts: 552
Non-discretionary accounts: 7
Total accounts: 559
AUM per client: $407K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	34	$60.9M
Pension and profit sharing plans	5	$0
Individuals (other than high net worth individuals)	209	$40.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other

Custody

ADV Item 9

Firm Custody Cash: No
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.