Connor Khushru White
Investment adviser representative at Cwm, LLC
13 yearsExperience
4 statesRegistered 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, LLCMay 2023 to now
- Carson WealthJul 2022 to now
- Giant Grocery StoresDec 2020 to Feb 2021
- Pine Cove Christian CampsMay 2019 to Aug 2021
- Wheaton CollegeAug 2018 to May 2022
- The Pour HouseAug 2017 to Apr 2018
- Plumstead Christian SchoolJan 2013 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 4 states (NE, NJ, PA, 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
- 7594894
- Firm CRD
- 155344