Micah Peterson
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.
- Carson GroupApr 2026 to now
- Cwm, LLCNov 2025 to now
- Carson WealthNov 2025 to Apr 2026
- Total Wealth Planning, LLCMay 2021 to Mar 2026
- Wealthquest Corp.Dec 2020 to May 2021
- Miami UniversityAug 2017 to Dec 2020
- High SchoolMay 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7740529
- Firm CRD
- 155344