Andrew James Hoffmeyer
Investment adviser representative at Cwm, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$50.6BFirm assets
Are you Andrew James Hoffmeyer? Claim your profile
Contact this firm
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, LLCJan 2024 to now
- Hoffmeyer Wealth ManagementJan 2024 to now
- Triumph Capital ManagementFeb 2016 to Jan 2024
- Cetera Investment AdvisorsOct 2015 to Jun 2019
- Summit Brokerage ServicesSep 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 5099694
- Firm CRD
- 155344