Cwm, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

155344

SEC number

801-72037

Firm type

RIA

Assets under management

$50.6B as of Jun 23, 2026

Website

twitter.com/MitlinFinancial ↗

Phone

402-330-0808

Address

14600 Branch St., Omaha, NE, 68154

Advisors at this firm

494 in our index · page 1 of 10

• Brian Nikolas AamlidCRD 6868599 · Sioux Falls, SD
  IA RegisteredRegistration inactive
• David Jeffery AbbsCRD 1031068 · Saginaw, MI
  IA RegisteredBroker
• Maria Carmen Barnes AbustanCRD 6623621 · Hauppauge, NY
  IA RegisteredRegistration inactive
• Christopher Michael AdamsCRD 2588417 · Baton Rouge, LA
  IA RegisteredBroker
• Daniel Howard AdamsCRD 4524182 · Kennewick, WA
  IA RegisteredRegistration inactive
• Theodore Richard AgrilloCRD 2288330 · Bethpage, NY
  IA RegisteredBroker
• Rebecca J. AlbersCRD 2392486 · West Des Moines, IA
  IA RegisteredRegistration inactive
• Carlas Bradford AllgoodCRD 1247696 · Watkinsville, GA
  IA RegisteredBroker
• Matthew James AlspaughCRD 6403281 · Indianapolis, IN
  IA RegisteredBroker
• Craig Christopher AndersonCRD 4693896 · Palatine, IL
  IA RegisteredRegistration inactive
• Steven Bradley AndersonCRD 5118476 · Orlando, FL
  IA Registered
• Jonathan William AndreCRD 5767879 · Cincinnati, OH
  IA Registered
• Mark David AnleitnerCRD 4661368 · Valparaiso, IN
  IA RegisteredRegistration inactive
• Kenneth AntonCRD 4055020 · Austin, TX
  IA RegisteredRegistration inactive
• Paul Daniel AragonaCRD 3242922 · Edmond, OK
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Matthew David ArkfeldCRD 7057676 · Omaha, NE
  IA RegisteredBroker
• Robert Walter AshbyCRD 5114755 · Omaha, NE
  IA RegisteredBroker
• Roger Stephen AugustynCRD 1587934 · Omaha, NE
  IA RegisteredRegistration inactive
• Jennifer Elaine AustinCRD 5139184 · Omaha, NE
  IA RegisteredBroker
• Katherine Diane AgrilloCRD 1452692 · Bethpage, NY
  IA Registered
• Christopher Charles AllenCRD 6708205 · Cincinnati, OH
  IA Registered
• Jason Nicholas AlvaradoCRD 6365226 · Lake Oswego, OR
  IA RegisteredRegistration inactive
• Blake AndersonCRD 6745092 · Omaha, NE
  IA Registered
• Daniel ArmasCRD 4572310 · Manasquan, NJ
  IA RegisteredRegistration inactive
• Timothy AvilaCRD 6885061 · Yuma, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Mark Leigh BainCRD 3139332 · Salem, OR
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• David Andrew BarnettCRD 5646335 · Augusta, GA
  IA Registered
• Janet Ellen BarrettCRD 4614111 · Doylestown, PA
  IA RegisteredRegistration inactive
• Micoli Donn BatesCRD 4510054 · Wichita, KS
  IA RegisteredRegistration inactive
• Dana Fambrough BathCRD 4734564 · Englewood, CO
  IA Registered
• Jill Renee BeaudryCRD 6728727 · Washington, DC
  IA RegisteredBroker
• Michael Walter BeermannCRD 4786277 · Englewood, CO
  IA RegisteredRegistration inactive
• Victor D BellCRD 2599848 · Canonsburg, PA
  IA RegisteredBroker
• Benjamin Wills BenderCRD 4675927 · Highlands Ranch, CO
  IA RegisteredRegistration inactive
• Brennen Jon BergdahlCRD 6515639 · Cando, ND
  IA RegisteredBroker
• Solomon David BerryCRD 6154908 · Omaha, NE
  IA RegisteredBroker
  Disclosure event(s) on record
• Sarah Shaelyn BillingsCRD 7565068 · Stephenville, TX
  IA Registered
• Keith H BlytheCRD 5224540 · Decatur, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• Isaac Alexander BollCRD 6505200 · Gilbert, AZ
  IA RegisteredBroker
• Karsten Gabriel BondCRD 5214827 · Wichita, KS
  IA RegisteredRegistration inactive
• Douglas Dix BoringCRD 4610108 · Roseville, CA
  IA RegisteredRegistration inactive
• Jeff Richard BornhoftCRD 4631272 · Omaha, NE
  IA RegisteredBroker
• Paul William BoudwinCRD 4104762 · Houston, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Matthew Thomas BowdenCRD 6189648 · Ann Arbor, MI
  IA RegisteredBroker
• Jeffrey John BrownCRD 7363817 · Omaha, NE
  IA RegisteredBroker
• Brianne Marie Brucker DerveloyCRD 6915150 · Dahlonega, GA
  IA RegisteredRegistration inactive
• John Timothy BuckleyCRD 1961409 · Walla Walla, WA
  IA Registered
• Brandon P BuhayCRD 6500275 · Ocean, NJ
  IA RegisteredRegistration inactive
• Brian Orinthal ButlerCRD 2595308 · Houston, TX
  IA RegisteredRegistration inactive
• Paul H BarlowCRD 1855617 · Fishers, IN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.