Curtis Bernard Wiley
Investment adviser representative at Cwm, LLC
11 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
11 years in the industry.
- Cwm, LLCJun 2024 to now
- Wealth Standard FinancialJun 2024 to now
- N/aJul 2023 to Jun 2024
- LPL Financial LLCJan 2019 to Aug 2022
- Amegy Bank/zion BankDec 2018 to Jul 2023
- Allstate FinancialAug 2017 to Dec 2018
- Bb&t BankOct 2015 to Jun 2017
- Bb&t Investment Services, Inc.Oct 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (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
- 3120733
- Firm CRD
- 155344