Mariluz Nunez
Investment adviser representative at Cwm Partners, LLC
15 yearsExperience
1 stateRegistered in
$59.8MFirm assets
7 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Cwm Partners, LLCMar 2022 to now
- UnemployedJan 2021 to Mar 2022
- Manchester Capital Management LLCJun 2011 to Jan 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
Cwm Partners, LLC
$59.8MAssets managed
4Clients
2Advisers
7 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
- 6430070
- Firm CRD
- 299857