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Walter Eric Eaves

Investment adviser representative at Cwm, LLC
11 yearsExperience
2 statesRegistered 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

11 years in the industry.

  1. Cwm, LLCAug 2026 to now
  2. Yari CapitalAug 2026 to now
  3. Ampere Wealth ManagementJul 2021 to Jun 2026
  4. Ameriprise Financial Services, LLCDec 2020 to Jul 2021
  5. Pivotal Enterprises, LLCOct 2019 to Dec 2020
  6. Mix Tape VenturesAug 2015 to Oct 2019

Exams passed

  • Series 66 · Uniform Combined State Law2021

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
7320126
Firm CRD
155344
Advisor's SEC record (opens in a new tab)
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