This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-26-2019
- Office Locations
- 1
Office Locations
About CWM Advisory, LLC
Creative Wealth Management (CWM Advisory, LLC) is an independent fiduciary wealth manager serving business owners, individuals, and families on the Eastern Shore of Delmarva. The firm provides investment management and ongoing financial planning with a “Personal CFO” approach, including cash-flow, tax, and retirement planning support. Portfolios are primarily implemented with public funds and ETFs. Tiered monthly plans plus an advisory fee add concierge service options.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
HAROLD LYNN CARMEAN II
Advisor, Chief Compliance Officer, Managing Member, President
- CRD
- #3201337
- Ownership
- 75% or more
Tristan L Jacobi
Managing Partner, Partner
- CRD
- #7027883
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
Jordan Rae Talbert
Business Associate
- CRD
- #7894475
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,130,929 | $181,397 |
| Non-Discretionary | $842,691 | $120,384 |
| Total | $100,973,620 | $180,633 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
Continue browsing