Joseph John Laux
Investment adviser representative at Cwm, LLC
23 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
23 years in the industry.
- Cwm, LLCMay 2023 to now
- Silverhawk Private WealthMay 2023 to now
- Sae-pa, LLCMar 2015 to Mar 2017
- Silverhawk Asset Management, LLCSep 2013 to Mar 2024
- Desserts On MeMar 2003 to Jan 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 5137192
- Firm CRD
- 155344