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 4 of 10

• Michael John GruidelCRD 6730370 · Omaha, NE
  IA RegisteredBroker
• Jacob Alexander GuttmanCRD 5900366 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Nicole Marie GeorgeCRD 7068808 · Hastings, NE
  IA Registered
• Jaime J GerberCRD 4771530 · Geneva, IN
  IA RegisteredBroker
• Brian Thomas GioscioCRD 6627383 · Waltham, MA
  IA RegisteredRegistration inactive
• Michael GoldCRD 4171638 · Red Bank, NJ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Christian J Graddon-SakamotoCRD 6543701 · Lakebay, WA
  IA RegisteredRegistration inactive
• John Marshall GravesCRD 7464047 · Pittsburgh, PA
  IA RegisteredRegistration inactive
• Carson GreathouseCRD 7590522 · Amarillo, TX
  IA Registered
• Mark Edward GreenawaltCRD 5684975 · Carlisle, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Curtis Richard GrossCRD 3051771 · Columbia, MD
  IA Registered
• Scott Ashley HadleyCRD 2928231 · Crossville, TN
  IA RegisteredRegistration inactive
• Michael Shane HallCRD 4178271 · Amarillo, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Thomas Kerby HallCRD 2315377 · Murray, UT
  IA RegisteredRegistration inactive
• Lujane Nayle HannaCRD 6961865 · Centennial, CO
  IA Registered
• Randy W HarrisonCRD 2985553 · Omaha, NE
  IA Registered
• J. Hunter HartCRD 6072782 · Bethesda, MD
  IA RegisteredBroker
• John Francis HartyCRD 2664328 · San Rafael, CA
  IA RegisteredRegistration inactive
• Justin Robert HaschkeCRD 6335271 · Granbury, TX
  IA RegisteredRegistration inactive
• Melanie Carroll Hasty-GrantCRD 3185270 · Tulsa, OK
  IA RegisteredBroker
• Dominica L HendersonCRD 5022345 · Brea, CA
  IA RegisteredRegistration inactive
• Patrick Sean HendersonCRD 4276104 · Englewood, CO
  IA RegisteredRegistration inactive
• Shannon Elizabeth HerrellCRD 6369751 · Overland Park, KS
  IA RegisteredBroker
• Kaitlin Cherie HersheyCRD 5670267 · Wichita, KS
  IA Registered
• Eric Anthony HeusCRD 2403656 · Green Bay, WI
  IA RegisteredRegistration inactive
• Elizabeth Hatten HintonCRD 4602537 · Monroe, LA
  IA RegisteredRegistration inactive
• Leonard Thomas Arthur HirstCRD 1235202 · Fall River, MA
  IA Registered
• Alan Russel HodgsonCRD 1695013 · Kaysville, UT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• David James HodnettCRD 7965704 · Cockeysville, MD
  IA Registered
• Andrew James HoffmeyerCRD 5099694 · Fort Collins, CO
  IA RegisteredRegistration inactive
• Robert Joe HoldfordCRD 1672884 · Little Rock, AR
  IA RegisteredBroker
  Disclosure event(s) on record
• Abigail Corinne HollarCRD 4571267 · Little Rock, AR
  IA Registered
• Joan Kelley HolmesCRD 5282044 · Pasadena, CA
  IA RegisteredBroker
• Andrew Lamar HowardCRD 4835966 · Seneca, SC
  IA Registered
• Edward Paul HoytCRD 4036369 · Anchorage, AK
  IA Registered
• Skyler D HutchesonCRD 6515739 · Columbia, MD
  IA Registered
• Patrick James HynesCRD 2515741 · Conshohocken, PA
  IA RegisteredBroker
• Amy Lofton HallCRD 7887104 · Baton Rouge, LA
  IA Registered
• Kyle Corbyn HatchCRD 5031269 · Omaha, NE
  IA RegisteredRegistration inactive
• Patrick Joseph HealyCRD 6421333 · Southborough, MA
  IA RegisteredRegistration inactive
• Tami Ann HeinrichsCRD 7024210 · Hastings, NE
  IA Registered
• Ashley HendersonCRD 7222882 · Lake Mary, FL
  IA Registered
• Gavin Ray HigginsCRD 7932707 · Quincy, IL
  IA Registered
• Cody Jordan HildebrandCRD 6924285 · Quincy, IL
  IA RegisteredBroker
• James D HughesCRD 7121137 · Amarillo, TX
  IA RegisteredRegistration inactive
• Jessica Denee HunnicuttCRD 5706522 · Amarillo, TX
  IA RegisteredRegistration inactive
• Robert Wayne HuntleyCRD 1333113 · Georgetown, TX
  IA RegisteredRegistration inactive
• George Paul JacksonCRD 1688317 · Lake Mary, FL
  IA RegisteredBroker
• Drew JohnsonCRD 5777106 · Prairieville, LA
  IA RegisteredRegistration inactive
• Ryan JohnsonCRD 7556010 · Palatine, IL
  IA Registered

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.