Gabriela Caito
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
- Carson WealthNov 2024 to now
- Farm Credit Services of AmericaJun 2023 to Nov 2024
- Wolfe ResearchMay 2023 to May 2023
- Farm Credit Services of AmericaApr 2022 to May 2023
- Berkshire Hathaway Homestate CompaniesNov 2019 to Apr 2022
- Creighton UniversityAug 2019 to May 2022
- Hain FamilyMay 2019 to Aug 2019
- Loyola University ChicagoAug 2018 to May 2019
- Potter FamilyMay 2018 to Aug 2018
- Digilio FamilyMay 2017 to Aug 2017
- Fareway Meat and GroceryNov 2015 to Aug 2018
- Mercy High SchoolJan 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 8003449
- Firm CRD
- 155344