CWM PARTNERS, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	New York, United States

Employees

Total Number of Employees	3
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	10	$4.4M
Non-Discretionary	16	$57.9M
Total	26	$62.4M

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	12	$61.6M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	<5	$757,214
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	1
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)FACILITATION OF EDUCATIONAL MEETINGS
Compensation	% of AUMFixed fees

Identifiers

SEC RIA File Number	801-114490
SEC ERA File Number	801-114490
SEC CIK Numbers	None
SEC CRD Numbers	299857
Legal Entity Identifier	None

Principal Office

799 PARK AVENUE #12A
NEW YORK
NY
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic