Michael Taylor Fielder
Investment adviser representative at Cwm, LLC
16 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
16 years in the industry.
- Cwm, LLCMay 2026 to now
- Tungsten Wealth ManagementJan 2026 to now
- LPL FinancialJan 2025 to May 2026
- Purshe Kaplan Sterling InvestmentsMay 2022 to Dec 2024
- Heritage Oak Wealth AdvisorsDec 2021 to Jan 2025
- Sowell Financial d/b/a Heritage Oak Wealth Advisors, LLCDec 2021 to Apr 2023
- Arvest Wealth ManagementJul 2018 to Apr 2022
- Arvest Asset ManagementOct 2010 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (AR, OK).
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
- 5134860
- Firm CRD
- 155344