Client Relationship Summary

CWM, LLC is an Investment Advisor registered with the U.S. Securities and Exchange Commission. We offer our clients investment advisory services. Clients should understand that the services we provide and fees we charge are different than those of a brokerdealer, and that it is important to understand the difference between the two. Free and simple tools are available to research firms and financial professionals at, which also provides educational materials about broker-dealers, investment advisors, and investing.

CWM LLC – ADV3 & ADV Part 2A (09-20-2020)

CWM LLC – ADV 3 & ADV Part 2A Appendix 1 (09-20-2020)

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