About this Advisor
Sonu Varghese is an investment advisor who lives in Omaha, Nebraska. Currently an advisor with Cwm, LLC, they have accumulated 10 years of professional experience as a financial advisor. Varghese has a Series 65 license, qualifying them as an investment advisor representative. Varghese is registered to work with clients in Nebraska. Throughout their career, they have worked at Convex Capital Management LLC, Harold Washington College, Rubix Consultants LLC, Self Employed As An Independent Consultant, Cwm, LLC and Carson Group Investing. Cwm, LLC is based out of Omaha, Nebraska, and operates out of 123 locations throughout the country. Overall, Cwm, LLC oversees $12 billion in assets covering 58,973 client accounts and retains more than 424 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the United States. The firm manages 58,932 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 15% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Cwm, LLC can offer financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Cwm, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Sonu Varghese Work History
Sonu has 10 years of experience.
Carson Group Investing
Harold Washington College
Convex Capital Management LLC
Convex Capital Management LLC
Rubix Consultants LLC
Self Employed As An Independent Consultant
Sonu Varghese has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cwm, LLC
Grand Rapids, MI
Franklin Lakes, NJ
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.