Patrick Beck Forderhase
Investment adviser representative at Cwm, LLC
13 yearsExperience
1 stateRegistered 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.
- Cwm, LLCAug 2023 to now
- Carson GroupJul 2023 to now
- Condon Insurance GroupAug 2022 to Jul 2023
- Golf HeadquartersJan 2020 to Jun 2022
- Washoe Golf CourseJun 2016 to Jan 2020
- Full-time EducationAug 2013 to Aug 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 7791721
- Firm CRD
- 155344