Gabriel M Maires
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, LLCJun 2026 to now
- ArsJun 2026 to now
- Edelman Financial EnginesApr 2026 to Jun 2026
- Morgan StanleyJun 2025 to Apr 2026
- Cetera Advisor NetworksSep 2024 to May 2025
- Greenix Pest ControlOct 2022 to Dec 2022
- Grit MarketingMay 2022 to Feb 2024
- Goldenwest Credit UnionOct 2021 to Apr 2022
- Utah Valley UniversityAug 2021 to Dec 2025
- UnemployedAug 2021 to Sep 2021
- Church of Jesus Christ of Latter Day SaintsAug 2019 to Aug 2021
- Steam Team UtahApr 2019 to Jul 2019
- Corner Canyon High SchoolAug 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7949468
- Firm CRD
- 155344