Atlanta, GA 3384 Peachtree Rd. NE Office

CWM, LLC is an SEC‑registered investment adviser operating an enterprise platform that oversees roughly $50.6 billion through a network of partner offices and more than 650 advisors. The firm provides a range of services including discretionary asset management, financial planning, variable sub‑account management for annuities, sub‑advisory relationships, and retirement plan services (including 3(38) investment management via a Vestwell partnership).

The firm’s investment work is driven by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical inputs, and it offers tailored solutions such as Orion Custom Indexing, access to iCapital alternative investments, and third‑party sub‑advisors. CWM delivers ongoing portfolio oversight, IPS‑driven selection and monitoring, and integrates custodial and technology relationships (Fidelity, Schwab, Goldman Sachs) to support execution, reporting, and fee billing.

Compared with many large peers, the brochure discloses marketing of predecessor performance, an activity that is relatively uncommon among enterprise advisors of this size, and it highlights extensive platform and commercial arrangements (revenue sharing with Flourish Cash, parent‑company investments in document providers, a Premier Partner investment universe and lead‑generation program) that shape how services are delivered. The firm emphasizes corporate, institutional and high‑net‑worth business lines and describes its retirement fiduciary capabilities prominently while the brochure does not emphasize services targeted specifically to charitable organizations.