Tray A Wiltse
Investment adviser representative at Cwm, LLC
21 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
21 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cwm, LLCApr 2023 to now
- Cetera Wealth Services, LLCApr 2023 to now
- Cwm, LLC dba Carson Group HoldingsApr 2023 to now
- Cwm, LLC dba Carson Wealth - Kansas CityApr 2023 to now
- Geneos Wealth Management IncJan 2010 to Apr 2023
- Integrated Wealth Advisory Services, Inc.Jun 2005 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (KS, 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
- 4099049
- Firm CRD
- 155344