Kiho Choi
Investment adviser representative at Cwm, LLC
32 yearsExperience
1 stateRegistered 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
32 years in the industry.
- Cwm, LLCJan 2025 to now
- Cetera Wealth Services, LLCJan 2025 to now
- Choi Financial Planning, Inc;Mar 2003 to now
- Osaic Wealth, Inc.Jun 2024 to Jan 2025
- Haussmann Financial IncSep 1996 to Jan 2025
- Securities America, Inc.Sep 1996 to Jun 2024
- Kiho ChoiJan 1994 to Jan 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2662261
- Firm CRD
- 155344