C
$919.4K Total AUM
$919.4K Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-15-2012
- Office Locations
- 1
Office Locations
-- Lowell IN
About CWM Wealth Management, LLC
CWM Wealth Management, LLC is a Lowell-based RIA. The firm has been operating for 13 years. Managing $919.4K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$919.4K AVG AUM / ADVISOR
$183.9K AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CRAIG WARREN MENNINGA
Chief Executive Officer
- CRD
- #2577731
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $919,408 | -- |
| Non-Discretionary | $0 | -- |
| Total | $919,408 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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