Spencer Louis Sabates
Investment adviser representative at Cwm, LLC
10 yearsExperience
2 statesRegistered 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, LLCJul 2026 to now
- Carson WealthMar 2026 to now
- UnemployedJan 2026 to Mar 2026
- University of Kansas/university of Missouri-kansas CityAug 2023 to Dec 2025
- Sabates Eye CentersMay 2023 to Aug 2023
- University of KansasAug 2021 to May 2023
- Mackey FarmMay 2021 to Aug 2021
- Pembroke Hill SchoolMay 2016 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (IL, KS).
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
- 7760468
- Firm CRD
- 155344