Grace Ferris
Investment adviser representative at Cwm, LLC
10 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
10 years in the industry.
- Carson WealthNov 2025 to now
- Cwm, LLCNov 2025 to now
- UnemployedJan 2025 to Nov 2025
- Carson Wealth Nevada MoNov 2022 to Dec 2024
- Nevada Insurance AgencyMay 2021 to Nov 2022
- Great Southern BankMay 2020 to Oct 2020
- StudentJan 2015 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7664534
- Firm CRD
- 155344