Owasso, OK 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
9500 N. 129th East Avenue, Suite 106
Owasso OK 74055
Advisors at this office
3
Advisors at this office
Kenneth G
Series 63, Series 66
Tulsa, OK
CWM, LLC
Kenneth Grant is a financial advisor with CWM, LLC based in Tulsa, OK, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with Cetera Wealth Services, LPL Financial, and is the owner of Waterstone Private Wealth Management. Outside of advisory roles, he serves as CEO of Character Coin, LLC, a charitable organization that donates coins to schools and community groups, and manages Faith Ranch, LLC, where he works as a hunting guide and outfitter. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services using a discretionary, model-portfolio approach supported by an in-house Investment Committee.
Melanie H
Series 63, Series 65
Tulsa, OK
CWM, LLC
Melanie Hasty Grant is a financial advisor with CWM, LLC in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at Cetera Wealth Services, Waterstone Private Wealth Management, and LPL Financial. Outside of her advisory work, she is CEO and president of Character Coin, LLC, a charitable organization that distributes coins to schools and community groups. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios combined with fundamental and technical analysis and third-party sub-advisors.
Triston H
CFP®, Series 63, Series 65
Owasso, OK
CWM, LLC
Triston Hasty Grant is a CFP® certificant and financial advisor with CWM, LLC, based in Owasso, Oklahoma, with five years of industry experience. He has worked with Cetera Wealth Services and Farmers Insurance and holds leadership roles including president of Global Wealth Management, dba Waterstone Private Wealth Management. Grant serves as a board member of the Owasso Education Foundation, a nonprofit supporting public schools. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutions through over 600 advisors. The firm offers discretionary portfolio management and a range of financial planning and retirement services, utilizing model portfolios, third-party sub-advisors, and customization tools.
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