Hope Elliott Campbell
Investment adviser representative at Cwm, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$50.6BFirm assets
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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.
- Carson WealthAug 2023 to now
- Cwm, LLCAug 2023 to now
- Fai Wealth ManagementJun 2021 to Dec 2023
- Willcox & Savage, P.C.Sep 2018 to May 2021
- Quality Advantage, Inc.Feb 2018 to Aug 2018
- The Union Mission MinistriesJun 2016 to Feb 2018
- University of VirginiaAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
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
- 7722409
- Firm CRD
- 155344