# Cwm Advisory, LLC: new SEC registration, $101M AUM, Ocean Pines, MD

**Score:** 45/100

| 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/ |

## Why this score
- $101M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/299923). Last refreshed: 2026-10-28T20:49:58.746Z.
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.