Aneta Diana Koziarek
Investment adviser representative at Cwm, LLC
12 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
12 years in the industry.
- Cwm, LLCMay 2026 to now
- Tungsten Wealth ManagementMay 2026 to now
- Professional Development / UnemployedAug 2025 to May 2026
- Professional Development / UnemployedApr 2024 to Jul 2025
- Blue Diamond GrowersJan 2022 to Apr 2024
- Danone N.A.Jun 2014 to Jan 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (AR).
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
- 8270153
- Firm CRD
- 155344