Paul Henry Barlow
Investment adviser representative at Cwm, LLC
11 yearsExperience
2 statesRegistered in
$50.6BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Cwm, LLCMay 2025 to now
- Carson GroupMay 2025 to now
- Mercer Global AdvisorsJun 2022 to May 2025
- CornercapNov 2020 to Apr 2022
- Charles Schwab & Co., Inc.Jan 2019 to Nov 2020
- Park Avenue SecuritiesFeb 2017 to Jan 2019
- Guardian Life InsJan 2017 to Jan 2019
- Ftb Advisors, Inc.Jul 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 2 states (IN, NE).
Cwm, LLC
$50.6BAssets managed
52,669Clients
658Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1855617
- Firm CRD
- 155344