Grant Lee Fuchs
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.
- Cwm, LLCOct 2023 to now
- Mag Tax & AccountingApr 2023 to now
- Mag Wealth ManagementApr 2023 to now
- Schlenner Wenner & Co.Nov 2021 to Mar 2023
- UnemployedJun 2021 to Nov 2021
- Schlenner Wenner & Co.Dec 2020 to Mar 2021
- Schlenner Wenner & Co.Jan 2020 to Mar 2020
- St. John's UniversityAug 2017 to May 2021
- City of Paynesville - Public WorksJun 2015 to Aug 2018
- Paynesville Area High SchoolSep 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7704136
- Firm CRD
- 155344