Daniel Howard Adams
Investment adviser representative at Cwm, LLC
6 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$50.6BFirm assets
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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
6 years in the industry.
- Cwm, LLCSep 2018 to now
- Cwm LLC dba Carson Group PartnersSep 2018 to now
- Latitude Wealth Management, LLCJun 2014 to now
- Cetera Advisor Networks LLCSep 2018 to Dec 2019
- Cetera Advisors LLCJan 2013 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 4524182
- Firm CRD
- 155344