Bryan
Dearolf

Cwm, LLC

CRD#7744092
Investment Advisor
in Raleigh, NC

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About this Advisor

Bryan Dearolf is a financial advisor based in Raleigh, North Carolina, working with Cwm, LLC. Bryan has previously held positions at the Department of Defense (Us Navy - Ntag Golden Gate), Department of Defense (Us Navy - Us Pacific Fleet), Department of Defense (Us Navy - Naval War College), Department of Defense (Us Navy - Nas Jacksonville), Cwm, LLC, and Abundant Life Financial. Bryan is registered to provide services in North Carolina and Texas. Currently, Bryan is part of Cwm, LLC, which operates out of Raleigh, North Carolina. 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™, Chartered Financial Consultant

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

5540 Centerview Drive, Ste 418
Raleigh, NC 27606

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Cwm, LLC Brokerage Details

Total Assets Under Management

$26,774,389,503

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

1,111

NC Average: 226
Total Number of Accounts

110,327

NC Average: 7,467
Average Account Size

$242,682

NC Average: $264,928

Investment Advisory Services

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

Bryan Dearolf Work History

2023 - Present (2 years)

Cwm, LLC

2023 - Present (2 years)

Abundant Life Financial

2022 - 2023 (1 year)

Department Of Defense (Us Navy - Ntag Golden Gate)

2021 - 2022 (1 year)

Department Of Defense (Us Navy - Ntag Golden Gate)

2019 - 2021 (2 years)

Department Of Defense (Us Navy - Ntag Golden Gate)

2017 - 2019 (2 years)

Department Of Defense (Us Navy - Us Pacific Fleet)

2016 - 2017 (1 year)

Department Of Defense (Us Navy - Naval War College)

2013 - 2016 (3 years)

Department Of Defense (Us Navy - Nas Jacksonville)

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Bryan Dearolf 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
Michael Valenti
Omaha, NE
Erik Tena-Vigil
Omaha, NE
Noah Kingston
Omaha, NE
Isaiah Jones
Omaha, NE
Lujane Hanna
Arvada, CO
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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