Carson Greathouse
Investment adviser representative at Cwm, LLC
13 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
13 years in the industry.
- Cwm, LLCApr 2023 to now
- Carson WealthApr 2023 to now
- Pantera EnergySep 2022 to Apr 2023
- Happy State BankJul 2021 to Sep 2022
- Mesilla Valley TransportationApr 2018 to Jul 2021
- UnemployedJul 2017 to Apr 2018
- Bank of CommerceDec 2016 to Jul 2017
- West Texas A&m UniversityMay 2013 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7590522
- Firm CRD
- 155344