Joseph
Delmonte
Cwm, LLC
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About this Advisor
Joseph Delmonte is a financial advisor operating out of Mooresville, North Carolina with a total of 3 years of relevant experience. Delmonte currently works for Cwm, LLC. During their career, Delmonte has held roles at Online Trading Academy, Vape House, Accelerated Wealth, LLC, Accelerated Wealth Advisors LLC and Accelerated Wealth Advisors, LLC. Delmonte holds a Series 65 license, designating them as an investment advisor representative, and is registered to work in North Carolina and Texas. Cwm, LLC is an advisory firm operating out of Omaha, NE. The firm has offices in 165 locations and a total of 1,111 financial advisors. It controls $20 billion in total assets across its 96,956 customer accounts, placing it among the largest firms in the United States by assets under management. Of its 96,956 accounts, 15% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management usually vary depending on which services the firm provides the client. However, fee types billed by Cwm, LLC likely include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$19,943,561,186
1,111
96,956
$205,697
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Joseph Delmonte Work History
Joseph has been registered as a financial advisor for 3 years.*
Accelerated Wealth Advisors, LLC
Accelerated Wealth Advisors LLC
Vape House
Accelerated Wealth, LLC
Accelerated Wealth, LLC
Online Trading Academy
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Delmonte 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
Yuma, AZ
Sioux Falls, SD
Omaha, NE
Omaha, NE
Omaha, NE
Vincennes, IN
Omaha, NE
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. 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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