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 10 of 10

• Marc James WambaughCRD 2988910 · Cincinnati, OH
  IA Registered
• Gregory Alan WamboltCRD 1661222 · Littleton, CO
  IA Registered
• Christina Alexis WardCRD 4260765 · Carlisle, PA
  IA RegisteredRegistration inactive
• Rebecca Ann WarnickCRD 6191943 · Las Vegas, NV
  IA RegisteredRegistration inactive
• Byron Reed WatkinsCRD 5448380 · Wichita, KS
  IA RegisteredRegistration inactive
• Bryan David WebbCRD 7959051 · Scottsdale, AZ
  IA Registered
• Brenda Lee WeeklyCRD 6317775 · Wheeling, WV
  IA RegisteredBroker
• Jeremy Thomas WellerCRD 5952820 · Green Bay, WI
  IA RegisteredRegistration inactive
• Douglas Everett WellsCRD 1063410 · Akron, OH
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Amelia Ann WestCRD 4858175 · Carmel, IN
  IA RegisteredRegistration inactive
• Scott Karl WetherbeeCRD 3192911 · Doylestown,, PA
  IA RegisteredRegistration inactive
• Connor Khushru WhiteCRD 7594894 · Doylestown, PA
  IA Registered
• Stephen Clinton Derl WhitemanCRD 6280355 · Omaha, NE
  IA RegisteredBroker
• Rhiana M WhitmireCRD 6397653 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Carly Jo WielandCRD 6912481 · Saginaw, MI
  IA Registered
• David Dean WilderCRD 2063597 · Cincinnati, OH
  IA Registered
• Curtis Bernard WileyCRD 3120733 · Houston, TX
  IA RegisteredRegistration inactive
• Sarah Eileen WillersCRD 6046381 · Fairmont, MN
  IA Registered
• Jack WilliamsCRD 7384095 · Farmington Hills, MI
  IA RegisteredRegistration inactive
• Jason Peter WindhamCRD 3051908 · Baton Rouge, LA
  IA RegisteredBroker
• Eric Scott WishanCRD 4955499 · Lake Oswego, OR
  IA RegisteredBroker
  Disclosure event(s) on record
• Paul Brian WolfCRD 2549939 · Ronkonkoma, NY
  IA Registered
• Steven Andrew WolfCRD 2231584 · Ronkonkoma, NY
  IA Registered
• Todd Alan WolffCRD 4412607 · Fort Atkinson, WI
  IA RegisteredRegistration inactive
• Edwin James WoolleyCRD 4143172 · Twin Falls, ID
  IA RegisteredRegistration inactive
• Gregory A WorcesterCRD 4475428 · Northbrook, IL
  IA RegisteredRegistration inactive
• Alan Lee WrightCRD 3240739 · The Woodlands, TX
  IA RegisteredRegistration inactive
• Jerod Andrew WurmCRD 2861953 · Roseville, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Rick Donald WurstCRD 1928741 · Paynesville, MN
  IA RegisteredBroker
• Michael A WalenzCRD 2936996 · Hastings, NE
  IA RegisteredRegistration inactive
• Evan Blake WelchCRD 7402009 · Boulder, CO
  IA RegisteredRegistration inactive
• Robert M WellmanCRD 4202276 · Omaha, NE
  IA RegisteredBroker
• Paul Michael WestCRD 3146739 · Omaha, NE
  IA Registered
• Kyle Matthew WhalleyCRD 5354301 · Liberty, MO
  IA RegisteredRegistration inactive
• Vernon Ray WheelerCRD 6624469 · Omaha, NE
  IA RegisteredBroker
• Cristina Marie Wiebelt SmithCRD 6823705 · Saint Joseph, MO
  IA Registered
• Patricia Ann WilderCRD 4742339 · Belton, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Scott WoodCRD 1957773 · Omaha, NE
  IA Registered
• Jamie Lee YeisleyCRD 5445201 · Cedar Rapids, IA
  IA RegisteredRegistration inactive
• Eleni YerosCRD 7155492 · Littleton, CO
  IA Registered
• Clifford John YorkCRD 2369948 · Vincennes, IN
  IA RegisteredRegistration inactive
• Lewis Matthew YoungCRD 4285727 · West Monroe, LA
  IA RegisteredBroker
• Jack Richard ZboralskeCRD 5256952 · Roseville, CA
  IA RegisteredBroker
• Kevin ZlomkeCRD 4867419 · Omaha, NE
  IA RegisteredRegistration inactive

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 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.