Olivia Denise Payne
Investment adviser representative at Cwm, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Cwm, LLCAug 2026 to now
- Yari CapitalAug 2026 to now
- Northwestern Mutual Wealth Management CompanyJul 2025 to Aug 2026
- Northwestern Mutual Investment Services LLCMay 2025 to Aug 2026
- Kurt MattsonApr 2025 to Aug 2026
- Pierson Wealth ManagementOct 2023 to Apr 2025
- Tamar Securities LLCMay 2023 to Sep 2023
- Morton Capital ManagementApr 2019 to Apr 2023
- Promises MalibuMar 2018 to Apr 2019
- Dsw IncAug 2017 to Mar 2018
- UnemployedFeb 2017 to Aug 2017
- Motorheads Bar and GrillJun 2016 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7208239
- Firm CRD
- 155344