Matthew Thomas Bowden
Investment adviser representative at Cwm, LLC
18 yearsExperience
10 statesRegistered in
ChFC®, CFP® certificationDesignations
$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
18 years in the industry.
- Two Bird Wealth StrategiesMay 2025 to now
- Cwm, LLCAug 2021 to now
- Cetera Wealth Services, LLCAug 2021 to now
- Cwm, LLC dba Carson PartnersAug 2021 to now
- Rfc Financial PlannersOct 2017 to Apr 2025
- Cig Asset ManagementMay 2017 to Oct 2017
- Cig Capital AdvisorsMay 2017 to Oct 2017
- Cig Risk ManagementMay 2017 to Oct 2017
- Cig Securities, Inc.May 2017 to Oct 2017
- Financial Legacy Planning, LLCDec 2016 to Dec 2017
- Mercap Securities, LLCApr 2013 to May 2017
- Ash Brokerage CorpJun 2008 to May 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 10 states (AZ, DC, FL, GA, KY, MA, MI, NJ, OH, 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
- 6189648
- Firm CRD
- 155344