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Mariluz Nunez

CWM Partners, LLC

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About Mariluz Nunez

Mariluz Nunez is an Investment Advisor Representative at CWM Partners, LLC. Mariluz is licensed in New York. Mariluz specializes in providing financial planning and portfolio management services for individuals and charitable organizations. Mariluz Nunez has been in the industry since 2011.

Firm Information

Mariluz Nunez is currently registered with CWM Partners, LLC. CWM Partners, LLC is an investment advisor registered with the SEC. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They have approximately $56,395,062 in regulatory assets under management, primarily serving charitable organizations and high-net-worth individuals. CWM Partners, LLC also provides consulting, facilitation, and educational services.

$56.40M

Assets Under Management

1

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting, facilitation, and educational services

Consulting, facilitation, and educational services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mariluz Nunez’s Registration & Firm History

NY

06/13/2022 - Present

CWM Partners, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/11/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mariluz Nunez.
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