Cwm Advisory, LLC: new SEC registration, $101M AUM, Ocean Pines, MD
Cwm Advisory, LLC (Ocean Pines, Maryland): new SEC registration, $101M AUM, Ocean Pines, MD. Its amount of 101 is below the median of 134 (11th percentile). Dated 244 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 101 · 11th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 11 related MD NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Cwm Advisory, LLC |
| Legal name | Cwm Advisory, LLC |
| CRD | 299923 |
| Status | Approved |
| Registered with the SEC | 2026-03-06 |
| Latest Form ADV filing | 2026-06-23 |
| Location | Ocean Pines, MD, United States |
| Regulatory AUM | $100,973,620 |
| Accounts | 559 |
| Employees | 6 |
| Website | https://www.instagram.com/creativewealthmanagementllc/ |
| amount percentile | 11th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (12 MD records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-06
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Cwm Advisory, LLC and 12 Maryland peers
- Maryland NewRiaPulse records like this one: 12
- Cwm Advisory, LLC's amount: 11th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Maryland peer: $2,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $101M under management.
- Website on file.
What is the NewRiaPulse record for Cwm Advisory, LLC in Ocean Pines, Maryland?
Cwm Advisory, LLC received SEC registration as an investment adviser (2026-03-06) with $100,973,620 in regulatory assets under management, based in Ocean Pines, MD.
How does Cwm Advisory, LLC compare to other Maryland NewRiaPulse records?
Its amount of 101 is below the median (11th percentile); smaller records often move faster and face less competition. It is 244 days old; check the official source for later updates before acting.
Cwm Advisory, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Cwm Advisory, LLC | Ocean Pines, MD | 101 | 11th | 2026-03-06 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 | |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Maryland NewRiaPulse: Approved
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.