Cwm, LLC

Investment Advisor
in San Diego, CA
Are you Michael Lerner? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Lerner is a certified financial planner who is based in San Diego, California. Currently a registered investment advisor with Cwm, LLC, they have accumulated 20 years of professional experience in the financial advisory industry. Lerner maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Lerner can operate based out of California and Texas. Throughout their career, they have worked at Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.), Michael Jay Lerner, Nautica Wealth Advisors, Cetera Advisor Networks LLC and Cwm, LLC. Cwm, LLC is headquartered in San Diego, California, and has 76 additional offices throughout the United States. In total, Cwm, LLC oversees $5 billion in assets throughout 24,247 accounts and retains more than 343 people. The firm's total assets under management places it among the largest firms in the country. The firm manages 24,212 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 6% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Cwm, LLC offers financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

20 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



Office Location

11440 West Bernardo Court, Suite 290
San Diego, CA 92127

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cwm, LLC Brokerage Details

Total Assets Under Management


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


CA Average: 226
Total Number of Accounts


CA Average: 7,467
Average Account Size


CA Average: $264,928

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Michael Lerner Work History

Michael has 20 years of experience.

2017 - Present (2 years)

Cetera Advisor Networks LLC

2016 - Present (3 years)

Cwm, LLC

2011 - Present (8 years)

Nautica Wealth Advisors

1998 - Present (21 years)

Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)

1998 - 2011 (13 years)

Michael Jay Lerner


Michael Lerner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started