AdvizorPro

CWM Partners, LLC

CWM Partners, LLC. CRD 299857

CWM Partners, LLC logo

CRD: 299857

CWM Partners, LLC

NEW York, NY
6465465275
$59.8M Total AUM
$1.8M Disc. AUM
2.8% 3Y CAGR
3 Employees
4 ADV. Clients
7 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
01-28-2019
Office Locations
1

Office Locations

-- NEW York NY

About CWM Partners, LLC

CWM Partners is a New York-based wealth consulting firm serving multigenerational families. The firm helps clients define goals, build robust wealth oversight processes, evaluate product and service providers, and coordinate comprehensive investment, business, tax, and succession planning, including rising-generation education. Investment work emphasizes portfolio construction and asset allocation using mutual funds and ETFs; custody includes Charles Schwab.

Team overview

57 AVG AGE
$29.9M AVG AUM / ADVISOR
$15.0M AVG AUM / CLIENT
4.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age

Insights

Open the full profile to inspect shifts in horizon capital.
Upgrade to reveal position-level detail across focus horizon.
Unlock to see real insight on momentum insight pathway.
Premium access reveals conviction themes in signal matrix.
Upgrade to reveal position-level detail across signal frontier.
See the complete signal summary connected to peak.
Full visibility includes strategy notes for summit beacon optima.
Premium access reveals conviction themes in catalyst momentum.

Asset Classes

Vector frontier Glacier Harbor Pioneer

Custodian

Ember zenith

Investment Themes

Beacon Harbor North vital Vertex legacy

Investment Vehicles

Foundation value

Services

Pioneer Pathway Catalyst Prime Quantum oak Focus Pathway vector Meridian Unison radial

Owner & Executives

MICHAEL WARSZAWSKI

MICHAEL WARSZAWSKI

Chief Compliance Officer, Chief Executive Officer

CRD
#4594103
Ownership
75% or more
(447) 526-2560
catalyst.zenith@vitalcapital.com
in linkedin.com/in/wave-vital
C

Cristina Markman

Owner

CRD
--
Ownership
10% but less than 25%
(796) 422-6389
vital.meridian@frontiercapital.com
in linkedin.com/in/north-pathway

Showing 2 of 2 owners & executives

Unlock all

Contacts

MARILUZ NUNEZ

MARILUZ NUNEZ

--

CRD
#6430070
(615) 708-2808
foundation.horizon@pathwaycapital.com
in linkedin.com/in/matrix-beacon

Showing 1 of 3 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-29-2022
03-06-2023
03-25-2024
04-01-2025
03-24-2026
Category Assets AVG. Account size
Discretionary $1,754,515 $877,258
Non-Discretionary $58,085,957 $4,468,151
Total $59,840,472 $3,989,365

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: $59,840,472

$59.8M Total SMA
Public Funds:
30.3%
Cash:
31.5%
Equity - Exchange:
38.2%
Asset class Assets Assets %
Public Funds $2,397,068,969 30.3%
Cash $2,492,002,394 31.5%
Equity - Exchange $3,022,047,348 38.2%
Total $7,911,118,711 100.0%

Start a free trial and
prospect smarter