Chase Kenyon Lederer
Investment adviser representative at Cwm, LLC
15 yearsExperience
4 statesRegistered in
$50.6BFirm assets
15 yearsFirm in business
Are you Chase Kenyon Lederer? 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
15 years in the industry.
- Cwm, LLCJul 2026 to now
- Carson WealthJul 2026 to now
- Pinnacle Wealth Management, LLCMar 2024 to now
- Empower RetirementMar 2022 to Feb 2024
- Personal Capital Advisors CorporationAug 2021 to Mar 2022
- California Statewide CdcJun 2021 to Aug 2021
- Pinnacle Wealth ManagementMay 2020 to Aug 2020
- Ruffalo Noel LevitzAug 2018 to Aug 2020
- Washington State UniversityAug 2017 to May 2021
- SchoolAug 2011 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 4 states (CA, CO, NH, 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
- 7520366
- Firm CRD
- 155344