Warren, PA N State Street Office
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CWM, LLC
Enterprise
Firm-wide stats for CWM, LLC
About
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.
Based on CWM, LLC
Expertise
Based on CWM, LLC
Location
70 N State Street
Warren PA 16365
Advisors at this office
3
Advisors at this office
Erinn S
ChFC®, Series 65
Warren, PA
CWM, LLC
Erinn Sveda is a financial advisor with CWM, LLC, holding the ChFC® designation and Series 65 license, and has two years of industry experience. Prior to joining CWM, she worked at Lions Gate Wealth Management and has a background managing a personal care home for elderly women, where she continues to assist part-time in training a new administrator. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical analysis.
Lori D
CFP®, ChFC®, Series 66
Warren, PA
CWM, LLC
Lori Daff Siggins is a CFP®, ChFC®, and Series 66-registered financial advisor with 24 years of industry experience. She has worked at firms including Merrill, Mid Atlantic Financial Management, and Lions Gate Wealth Management before joining CWM, LLC, where she has been since 2019. Outside of her advisory work, she serves as a Legacy Team Committee Member at Peace Presbyterian Church and is a co-owner of an educational curriculum business, MusicTime Productions, LLC. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor portfolios with both fundamental and technical analysis.
Jacob H
Series 65
Warren, PA
CWM, LLC
Jacob Harty is a Series 65-licensed advisor with CWM, LLC, based in Warren, PA. He has held roles at Lions Gate Wealth Management and CWM since 2026 and has a diverse background that includes experience in education and restaurant management. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, retirement plan services, and sub-advisory relationships, supported by a centralized Investment Committee and a range of tailored portfolio solutions.
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