Dirk Johannes Coetzee
Investment adviser representative at Cwm, LLC
10 yearsExperience
1 stateRegistered 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, LLCMay 2026 to now
- Tungsten Wealth ManagementMay 2026 to now
- LPL Financial LLCAug 2023 to May 2026
- J.P. Morgan Securities LLCDec 2021 to Aug 2023
- JPMorgan Chase Bank, N.A.Dec 2021 to Aug 2023
- UnemployedSep 2021 to Nov 2021
- Super Yachting IndustryApr 2021 to Aug 2021
- UnemployedMar 2021 to Mar 2021
- Equitable AdvisorsJan 2021 to Feb 2021
- Equitable Financial Life Insurance CoJun 2020 to Feb 2021
- UnemployedMay 2020 to May 2020
- Super Yachting IndustryMar 2016 to Apr 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (OK).
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
- 7322098
- Firm CRD
- 155344