Gabriel M Maires
Advisor at CWM, LLC — Centerville, UT
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65, Series 63
Experience Industry experience
1 year
Location
Centerville, UT 84014
CWM, LLC
Enterprise
Gabriel Maires is a financial advisor at CWM, LLC with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining CWM, he worked at Edelman Financial Engines, Morgan Stanley, and Cetera Advisor Networks. Outside of finance, his background includes roles in marketing and credit union services as well as teaching at Utah Valley University. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement-plan services, employing discretionary management with model portfolios, third-party sub-advisors, and tools like Orion Custom Indexing and iCapital access.
Based on CWM, LLC
Based on CWM, LLC
fixed fee for financial planning services ranging from $500 to $25,000 or more; flat-dollar annual fee for investment management services (billed quarterly in advance)
$0+: up to 2.50% annually $0+: up to 1.00% for sub-advisory services $0+: up to 2.00% annually for Variable Sub-Account Management Services $0+: 0.20% asset-based fee for True Wealth Financial Planning Program (minimum $3,500)
up to $500 per hour for financial planning services
Centerville, UT
520 N Market Place Drive, Ste #100
Centerville UT 84014
Advisors at this office
3
Utah
1 year of industry experience
ARS
2026 - Present • 1 year
Centerville, UT
CWM, LLC
2026 - Present • 1 year
Omaha, NE
Edelman Financial Engines
2026 - 2026 • 1 year
Santa Clara, CA
Morgan Stanley
2025 - 2026 • 1 year
Sandy, UT
Cetera Advisor Networks
2024 - 2025 • 1 year
Midvale, UT
Greenix Pest Control
2022 - 2022 • 1 year
Orem, UT
Grit Marketing
2022 - 2024 • 2 years
Lindon, UT
Goldenwest Credit Union
2021 - 2022 • 1 year
Lehi, UT
Utah Valley University
2021 - 2025 • 4 years
Orem, UT
Unemployed
2021 - 2021 • 1 year
Draper, UT
Church of Jesus Christ of Latter Day Saints
2019 - 2021 • 2 years
Houston, TX
Steam Team Utah
2019 - 2019 • 1 year
Bluffdale, UT
Corner Canyon High School
2015 - 2019 • 4 years
Draper, UT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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