Deric Edward Millis
Investment adviser representative at Cwm, LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Cwm, LLCApr 2025 to now
- Yuma & Imperial Valley Wealth ManagementApr 2025 to now
- United States ArmyFeb 2023 to Feb 2025
- LogmetSep 2018 to Feb 2023
- Red River Science & TechnologyJun 2018 to Sep 2018
- Mcr HotelsJul 2017 to Jun 2018
- Better Business Bureau of ArizonaJun 2016 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 8081236
- Firm CRD
- 155344