Evan Blake Welch
Investment adviser representative at Cwm, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$50.6BFirm assets
Are you Evan Blake Welch? Claim your profile
Contact this firm
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, LLCJul 2025 to now
- Bloom Wealth AdvisorsJul 2025 to now
- Varra Financial AssociatesOct 2021 to Jul 2025
- Varra Wealth Management LLCOct 2021 to Jul 2025
- LPL Financial LLCJul 2021 to Jul 2025
- Beach Hut Deli/ Ryan Bro's CofeeAug 2016 to Dec 2016
- Trek Bicycle Corps.Jan 2016 to Oct 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7402009
- Firm CRD
- 155344