Boulder, CO 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
1909 26th Street, Ste. 1 B
Boulder CO 80302
Advisors at this office
3
Advisors at this office
Evan W
CFP®, Series 66
Boulder, CO
CWM, LLC
Evan Welch is a CFP® and Series 66-registered financial advisor with five years of industry experience. He is currently affiliated with CWM, LLC and has worked previously at Bloom Wealth Advisors and Varra Financial Associates. Outside of finance, he spent time at Trek Bicycle Corps. 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 offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, utilizing discretionary models overseen by an in-house Investment Committee and incorporating both fundamental and technical analysis.
Amy N
CFP®, Series 63, Series 65
Boulder, CO
CWM, LLC
Amy Noel is a CFP® with 30 years of industry experience currently serving as a financial advisor at CWM, LLC. Her career includes prior roles at Cetera Advisor Networks, Bloom Wealth Advisors, and LPL Financial. Outside of her advisory work, she serves as president of a local owners association. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm employs a discretionary investment approach combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular emphasis on retirement plan services and fiduciary processes.
Alana M
CFP®, Series 66
Boulder, CO
CWM, LLC
Alana Macy is a CFP®-certified financial advisor with 11 years of industry experience, currently serving clients at CWM, LLC. Her prior roles include positions at Cetera Advisor Networks, Bloom Wealth Advisors, Amy Noel, Inc., LPL Financial, and Fidelity Brokerage Services. She is an associate board member of Reach Out and Read Colorado, a nonprofit focused on promoting pediatric literacy through community fundraising events. CWM, LLC is an SEC-registered adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages discretionary accounts using model portfolios governed by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.
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