Adam Dandis
Investment adviser representative at Cwm, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$50.6BFirm assets
Are you Adam Dandis? 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
- Carson WealthJul 2025 to now
- Dmk Advisor Group IncApr 2024 to Jul 2025
- Aveo Capital PartnersFeb 2024 to Jul 2025
- Home MakerDec 2023 to Feb 2024
- Empower Financial Services, IncApr 2023 to Dec 2023
- Whole FoodsMar 2023 to Apr 2023
- Fidelity InvestmentsJul 2021 to Feb 2023
- Cellular Sales - VerizonMar 2021 to Jul 2021
- Rodeo Goat LTdOct 2019 to Mar 2021
- UpsOct 2019 to Feb 2020
- Advanced Sprinklers and IrrigationMay 2019 to Aug 2019
- Richland CollegeJan 2019 to May 2021
- Wilson IrrigationApr 2018 to Jul 2018
- Austin Community CollegeJan 2018 to May 2018
- Ibc BankJun 2017 to Apr 2018
- Plano Rentals LLC- Avis and BudgetAug 2016 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
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
- 7413055
- Firm CRD
- 155344