Matthew James Alspaugh
Investment adviser representative at Cwm, LLC
10 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
10 years in the industry.
- Cwm, LLCJul 2019 to now
- Cwm, dba Carson Group PartnersOct 2018 to now
- Wealthcare Partners LtdSep 2017 to now
- Cetera Wealth Services, LLCJun 2017 to now
- Cadaret, Grant & Co., Inc.Oct 2017 to Jun 2019
- Oneamerica SecuritiesFeb 2016 to Sep 2017
- American United LifeJan 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 6403281
- Firm CRD
- 155344