Thomas Rush
Investment adviser representative at Cwm, LLC
25 yearsExperience
3 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
25 years in the industry.
- Yuma & Imperial Valley Wealth ManagementJan 2025 to now
- Cwm, LLCNov 2019 to now
- Private Advisor Group, LLCJan 2018 to Nov 2019
- LPL Financial LLCAug 2001 to Nov 2019
- Yuma Investment GroupJan 2001 to Jan 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, TX).
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
- 2451788
- Firm CRD
- 155344