Dylan Micheal Sabol
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.
- Carson WealthNov 2025 to now
- Cwm, LLCNov 2025 to now
- Total Wealth Planning, LLCJul 2023 to Mar 2026
- Thor Wealth ManagementJan 2023 to Apr 2023
- Monti Inc.May 2022 to Dec 2022
- Full-time StudentJan 2022 to Apr 2022
- J. Alexanders RestaurantsSep 2019 to Dec 2021
- Full-time StudentJun 2018 to Aug 2019
- Mom's Deli and GrilleJun 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 8039402
- Firm CRD
- 155344