William Roger Rassman
Investment adviser representative at Cwm, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$50.6BFirm assets
Are you William Roger Rassman? 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
10 years in the industry.
- Carson WealthJan 2025 to now
- Cwm, LLCJan 2025 to now
- Rwm Capital, LLCApr 2023 to Jan 2025
- Prosper Point LLCMar 2020 to Jan 2023
- Centric Capital Advisors, LLCApr 2018 to Jan 2020
- Woodridge Wealth Management, LLCJun 2016 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (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
- 5549851
- Firm CRD
- 155344