Joshua Martin Potts
Investment adviser representative at Cwm, LLC
10 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
10 years in the industry.
- Cwm, LLCApr 2026 to now
- Carson WealthApr 2026 to now
- Full-time EducationMar 2025 to Apr 2026
- FedexJul 2024 to Mar 2025
- Full-time EducationApr 2024 to Jul 2024
- UnemployedDec 2021 to Mar 2024
- Sutherland Global ServicesFeb 2018 to Nov 2021
- UnemployedOct 2017 to Jan 2018
- Boy Scouts of AmericaJul 2017 to Sep 2017
- UnemployedApr 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8247837
- Firm CRD
- 155344