Larry Macfarlane
Investment adviser representative at Cwm, LLC
11 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
11 years in the industry.
- Cwm, LLCJan 2025 to now
- Carson WealthJan 2025 to now
- Cetera Wealth Services, LLCJan 2025 to Oct 2025
- Fidelity InvestmentsAug 2021 to Oct 2024
- US Tech SolutionsJun 2021 to Aug 2021
- Jixiti, LLCJul 2020 to Aug 2021
- Dorman & Macfarlane, Wealth AdvocatesNov 2019 to Aug 2021
- Brigham Young UniversityJan 2019 to Dec 2019
- Provo City School DistrictJul 2015 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7410896
- Firm CRD
- 155344