Atlanta, GA 3630 Peachtree Rd NE Office
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CWM, LLC
Enterprise
Firm-wide stats for CWM, LLC
About
CWM, LLC is an SEC‑registered investment adviser that serves a broad mix of individuals, high‑net‑worth families, foundations, endowments, corporations and institutional clients through a network of partner offices and more than 600 advisors. The firm offers portfolio management, financial planning, variable sub‑account management, sub‑advisory services, and a suite of retirement‑plan services including a Carson Retirement Program with delegated 3(38) and consulting options.
CWM typically manages accounts on a discretionary basis using model portfolios governed by an in‑house Investment Committee and combines fundamental and technical analysis, third‑party sub‑advisors and trade‑signal providers, and customization tools such as Orion Custom Indexing and access to alternative investments via iCapital. The brochure emphasizes ongoing fiduciary processes for retirement plans (e.g., FI360 toolkit and IPS‑driven monitoring), centralized custody and platform relationships (Fidelity, Schwab, Vestwell), and regular client reviews and reporting.
Several features in the brochure distinguish CWM from many enterprise peers: it discloses multiple sponsor and revenue‑sharing arrangements (for example, a Flourish revenue‑sharing program and parent‑company investments in Vanilla), a paid Premier Partner investment universe, and a lead‑generation/matching platform and trust administration offering — all accompanied by explicit conflict‑of‑interest disclosures. The firm’s materials also note that it advertises predecessor performance (a relatively uncommon practice for large advisers) and place heavier operational emphasis on retirement plan, institutional and platform services than on charity‑focused practice areas.
Based on CWM, LLC
Expertise
Based on CWM, LLC
Location
3630 Peachtree Rd NE Ste. 950
Atlanta GA 30326
Advisors at this office
3
Advisors at this office
Olivia P
CFP®, Series 63, Series 65
Atlanta, GA
CWM, LLC
Olivia Payne is a CFP® professional with five years of industry experience, currently affiliated with CWM, LLC in Atlanta, GA. Her prior experience includes roles at Northwestern Mutual Wealth Management Company and Pierson Wealth Management. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of partner offices and over 600 advisors. The firm employs a discretionary management approach using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools, and emphasizes fiduciary processes and retirement-plan services.
Walter E
Series 66
Atlanta, GA
CWM, LLC
Walter Eaves Jr. is a financial advisor at CWM, LLC with five years of industry experience and holds a Series 66 designation. Prior to joining CWM, he worked at Yari Capital and Ampere Wealth Management. He is the sole owner of Mercury Ventures LLC, through which he provides financial literacy and education services to organizations. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutional clients. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors, offering a range of retirement-plan and sub-advisory services.
Kurt M
Series 63, Series 66
Atlanta, GA
CWM, LLC
Kurt Mattson is a financial advisor with CWM, LLC located in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 29 years of industry experience. He has worked extensively with Northwestern Mutual in various capacities from 1995 to 2026 before joining CWM and Yari Capital in 2026. Mattson is a minority owner of eCredable, a financial services business. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios and employs a mix of fundamental and technical analysis, third-party sub-advisors, and customization tools.
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