Centerville, UT Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
520 N Market Place Drive, Ste #100
Centerville UT 84014
Advisors at this office
3
Advisors at this office
Alan H
CFP®, Series 63, Series 65
Centerville, UT
CWM, LLC
Alan Hodgson is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at CWM, LLC since 2024. His prior roles include positions at ARS Investment Advisors, Allegis Investment Advisors and Services, United Planners' Financial Services of America, Advanced Retirement Strategies, and Osaic FA, Inc. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm employs discretionary management using model portfolios supported by an in-house Investment Committee, combining fundamental and technical analysis with sub-advisors and customization tools.
Michael G
Series 63, Series 65
Centerville, UT
CWM, LLC
Michael Gibbs is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has worked with several firms, including United Planners' Financial Services of America, ARS Investment Advisors, Allegis Wealth Advisors, and operates Michael J Gibbs Independent Insurance. Additionally, he serves as vice president of Corporate Benefits, Inc. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs discretionary portfolio management utilizing model portfolios and integrates fundamental and technical analysis, third-party sub-advisors, and customization tools across a broad range of services.
Gabriel M
Series 63, Series 65
Centerville, UT
CWM, LLC
Gabriel Maires is a financial advisor at CWM, LLC with Series 63 and Series 65 licenses and one year of industry experience. He has worked at firms including Edelman Financial Engines, Morgan Stanley, and Cetera Advisor Networks. Outside of finance, his work history includes roles in marketing and credit union services, as well as experience with Utah Valley University and community organizations. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)