Austin
Delery

Cwm, LLC

CRD#6471099
Investment Advisor
in Baton Rouge, LA

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About this Advisor

Austin Delery is a financial advisor based in Baton Rouge, Louisiana, working with Cwm, LLC. Austin has previously held positions at Louisiana State University, The Olivier Group LLC, Lpl Financial, LLC, Cetera Advisor Networks, Turo Inc, Nola Motorsport, and Carson Wealth Management LLC. Austin is registered to provide services in Louisiana and Texas. Currently, Austin is part of Cwm, LLC, which operates out of Baton Rouge, Louisiana. 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

CERTIFIED FINANCIAL PLANNER™

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

4609 Bluebonnet Blvd. Suite A
Baton Rouge, LA 70809

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Cwm, LLC Brokerage Details

Total Assets Under Management

$26,774,389,503

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

1,111

LA Average: 226
Total Number of Accounts

110,327

LA Average: 7,467
Average Account Size

$242,682

LA Average: $264,928

Investment Advisory Services

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

Austin Delery Work History

2021 - Present (3 years)

Carson Wealth Managment LLC

2020 - Present (4 years)

Turo Inc

2019 - Present (5 years)

Cetera Advisor Networks

2016 - Present (8 years)

The Olivier Group LLC

2020 - 2022 (2 years)

Nola Motorsport

2015 - 2019 (4 years)

Lpl Financial, LLC

2012 - 2016 (4 years)

Louisiana State University

Disclosures

Please visit the SEC profile of Austin Delery 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

Lujane Hanna
Arvada, CO
Patrick Bevan
Omaha, NE
James Kampetis
Omaha, NE
Isaiah Jones
Omaha, NE
Noah Kingston
Omaha, NE
Robert Ignatowski
Cockeysville, MD
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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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