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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-28-2019
- Office Locations
- 1
Office Locations
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
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MICHAEL WARSZAWSKI
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4594103
- Ownership
- 75% or more
Cristina Markman
Owner
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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MARILUZ NUNEZ
--
- CRD
- #6430070
Showing 1 of 3 contacts
Unlock allAssets Under Management
| 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 |
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Separately Managed Accounts
Total SMA Asset: $59,840,472
| 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% |