Justus Michael Novak
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, LLCJan 2025 to now
- Silverhawk Private WealthJan 2025 to now
- The Vanguard Group, Inc.Mar 2024 to Jan 2025
- Northwestern Mutual Investment Services LLCSep 2023 to Jan 2024
- Northwestern Mutual Life Insurance CompanyAug 2023 to Jan 2024
- Flemings SteakhouseFeb 2022 to May 2023
- Arizona State UniversityAug 2019 to May 2023
- Rock Canyon High SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7761090
- Firm CRD
- 155344