Cody Jonathan douglas Boring
Investment adviser representative at Cwm, LLC
12 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
12 years in the industry.
- Aspire Financial PlanningJul 2024 to now
- Cwm, LLCJul 2024 to now
- Pacific Unity Insurance SolutionsMay 2020 to Jul 2024
- Norwalk La Mirada Unified School DistrictFeb 2019 to May 2020
- Biola UniversityAug 2014 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7798447
- Firm CRD
- 155344