Rachel
Kramarchuk

Cwm, LLC

CRD#7299337
Investment Advisor
in Littleton, CO

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About this Advisor

Rachel Kramarchuk is a financial advisor based in Littleton, Colorado, working with Cwm, LLC. Rachel has previously held positions at Hyatt Regency, Full-Time Education, Courtyard And Towneplace Suites, Colton Alexander, Carson Wealth, and Cwm, LLC. Rachel has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Rachel is part of Cwm, LLC, which operates out of Littleton, Colorado. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cwm, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

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

1745 Shea Center Dr Ste 350
Littleton, CO 80129

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Cwm, LLC Brokerage Details

Total Assets Under Management

$26,774,389,503

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

1,111

CO Average: 226
Total Number of Accounts

110,327

CO Average: 7,467
Average Account Size

$242,682

CO Average: $264,928

Investment Advisory Services

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

Rachel Kramarchuk Work History

2024 - Present (0 year)

Carson Wealth

2023 - Present (1 year)

Cwm, LLC

2022 - Present (2 years)

Carson Wealth

2020 - 2022 (2 years)

Colton Alexander

2019 - 2020 (1 year)

Courtyard And Towneplace Suites

2018 - 2019 (1 year)

Full-Time Education

2014 - 2018 (4 years)

Hyatt Regency

Disclosures

Please visit the SEC profile of Rachel Kramarchuk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cwm, LLC

James Kampetis
Omaha, NE
Valen Permann
Kennewick, WA
Erik Tena-Vigil
Omaha, NE
Noah Kingston
Omaha, NE
Tina Cicci
Foxboro, MA
Taylor Smithyman
Fort Atkinson, WI
Nicole George
Hastings, NE
Nicole Szakos
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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