Joel David Riha-aldrich
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, LLCOct 2025 to now
- Carson GroupOct 2025 to now
- Orion Advisor TechnologyAug 2020 to Oct 2025
- Orion Portfolio SolutionsAug 2020 to Oct 2025
- Omaha Country ClubMar 2020 to Aug 2020
- A&g RestaurantAug 2019 to Mar 2020
- MecaMar 2017 to Aug 2019
- Orsi's Italian BakeryJan 2016 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 7200246
- Firm CRD
- 155344