Amelia Ann West
Investment adviser representative at Cwm, LLC
16 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
16 years in the industry.
- Carson WealthNov 2025 to now
- Cwm, LLCNov 2025 to now
- Total Wealth Planning, LLCDec 2021 to Mar 2026
- Howell Financial Advisors, Inc.May 2017 to Dec 2021
- Commonwealth Financial NetworkDec 2010 to Mar 2017
- Goldstein Group Financial Advisors, LLCDec 2010 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 4858175
- Firm CRD
- 155344