Krystle Lynn Mayorga
Investment adviser representative at Cwm, LLC
18 yearsExperience
1 stateRegistered 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
18 years in the industry.
- Yuma & Imperial Valley Wealth ManagementJan 2025 to now
- Cwm, LLCDec 2022 to now
- Yuma Investment Group Wealth ManagementMay 2021 to Jan 2025
- Advanced Benefits ConsultingNov 2020 to May 2021
- Yuma Investment Group Wealth ManagementJun 2008 to Jan 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 5345999
- Firm CRD
- 155344