Dominic Alejandro Tafoya-johnson
Investment adviser representative at Cwm, LLC
11 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
11 years in the industry.
- Cwm, LLCSep 2025 to now
- Valorem FinancialJun 2024 to now
- Carson GroupJun 2023 to Aug 2023
- University of Texas - AustinAug 2020 to May 2024
- University of Texas At El PasoAug 2020 to May 2021
- Cherry Creek High SchoolAug 2017 to May 2020
- Franklin High SchoolAug 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7740644
- Firm CRD
- 155344