Thomas
Rush

Cwm, LLC

CRD#2451788
Investment Advisor
in Yuma, AZ

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About this Advisor

Thomas Rush is a financial advisor who works out of Yuma, Arizona, who has been in the financial industry for 19 years. Rush is an advisor for Cwm, LLC. Over the course of their career, they have held roles at Lpl Financial LLC, Private Advisor Group, LLC and Cwm, LLC. Rush maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona and Texas. Cwm, LLC is a financial advisory business that has its headquarters in Yuma, Arizona. The firm has offices in 123 locations and a total of 424 employees. It handles $12 billion in assets across its 58,973 accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 58,973 accounts, 15% belong to high-net-worth investors who have more than $1 million in assets available to invest. Cwm, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial advisory fees depend on the type of financial services offered. However, fee types charged by Cwm, LLC likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

182 E 16Th St. Suite D
Yuma, AZ 85364

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Cwm, LLC Brokerage Details

Total Assets Under Management

$11,897,043,072

AZ Average: $1,978,216,465
Total Number of Employees

424

AZ Average: 226
Total Number of Accounts

58,973

AZ Average: 7,467
Average Account Size

$201,737

AZ Average: $264,928

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Thomas Rush Work History

Thomas has 19 years of experience.

2019 - Present (2 years)

Cwm, LLC

2018 - 2019 (1 year)

Private Advisor Group, LLC

2001 - 2019 (18 years)

Lpl Financial LLC

Disclosures

Thomas Rush has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cwm, LLC

Patrick Healy
Norwell, MA
Hussein Elgohary
Omaha, NE
Aaron Schaben
Omaha, NE
Mark Petersen
Omaha, NE
Mitchell Kawamoto
Albuquerque, NM
Morgan Snow
Centerville, UT
Sonu Varghese
Omaha, NE

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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