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Matthew Washington

CWM, LLC

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About Matthew Washington

Matthew Washington is a registered investment advisor representative with CWM, LLC. Matthew has been in the industry for over 10 years and holds the Series 7TO, SIE and Series 66 licenses. Matthew has worked with several firms in the past, including LPL Financial LLC and Wealth Standard Financial. Matthew specializes in providing financial planning, portfolio management for individuals, and selection of other advisers to clients. Matthew's firm, CWM, LLC, is headquartered in Omaha, Nebraska and manages over $26 billion in assets for approximately 110,000 clients. CWM, LLC provides a variety of services to clients, including financial planning, portfolio management, and selection of other advisers. CWM, LLC's compensation arrangements include fixed fees, hourly charges, a percentage of assets, and solicitor fees from other investment advisors.

Firm Information

Matthew Washington is currently registered with CWM, LLC. CWM, LLC is a registered investment adviser based in Omaha, NE, with over 475 investment adviser representatives. The firm manages a total of $26.77 billion in client assets, primarily for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans. The firm offers advisory services such as financial planning, portfolio management for individuals, selection of other advisers, and sub-advisory services for other investment advisory firms. The firm also participates in wrap fee programs.
CWM, LLC

14600 BRANCH ST.

OMAHA, NE 68154

$26.77B

Assets Under Management

629

Total Clients

448

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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sub-advisory services for other investment advisory firms

Sub-advisory services for other investment advisory firms

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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other

Solicitor fees from other investment advisors

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Matthew Washington’s Registration & Firm History

TX

07/25/2022 - Present

CWM, LLC (Houston TX)

TX

06/18/2021 - 07/28/2022

LPL FINANCIAL LLC (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 08/03/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/18/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/05/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Washington.
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