Amy
Cadwell

Cwm, LLC

CRD#6071967
Investment Advisor
in Orlando, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Amy Cadwell is a financial advisor working in Orlando, Florida, with a total of 10 years in the industry. Cadwell works at Cwm, LLC. Over the course of their career, Cadwell has held roles at Valic Financial Advisors, Inc, John E. Winner, Inc, Owen Property Group, LLC, Elson Investments LLC D/B/A Celebration Premier Properties, Lpl Financial, LLC, Cadwell Wealth Asset Management, LLC, Cwm, LLC and Cetera Advisor Networks LLC. Cadwell holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Florida. Cwm, LLC is a financial advisory company operating in Orlando, Florida. It has offices in 123 locations and a total of 424 financial advisors. It has $12 billion in assets under management across its 58,973 customer accounts, making it one of the largest firms in the nation by assets under management. Of its 58,973 accounts, 15% belong to high-net-worth individuals who have more than $1 million in investable assets. Cwm, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice depend on which services the firm provides the client. Fee types billed by Cwm, LLC likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

No

Office Location

7958 Via Dellagio Way Suite 300
Orlando, FL 32819

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

$11,897,043,072

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

424

FL Average: 226
Total Number of Accounts

58,973

FL Average: 7,467
Average Account Size

$201,737

FL 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

Amy Cadwell Work History

Amy has 10 years of experience.

2018 - Present (4 years)

Cwm, LLC

2018 - Present (4 years)

Cetera Advisor Networks LLC

2016 - Present (6 years)

Cadwell Wealth Asset Management, LLC

2011 - Present (11 years)

Owen Property Group, LLC

2013 - 2018 (5 years)

Lpl Financial, LLC

2012 - 2013 (1 year)

Valic Financial Advisors, Inc

2011 - 2012 (1 year)

John E. Winner, Inc

2011 - 2012 (1 year)

Elson Investments LLC D/B/A Celebration Premier Properties

Disclosures

Amy Cadwell has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cwm, LLC

Tammy Rasplicka
Omaha, NE
Breanne Vugteveen
Grand Rapids, MI
Aaron Schaben
Omaha, NE
Tyler Roach
Omaha, NE
Kristen Rainone
Kissimmee, FL
Shayla Kriha
Omaha, NE
Sonu Varghese
Omaha, NE
Robert Papa
Franklin Lakes, NJ

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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

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