Cwm, LLC

Investment Advisor
in Mooresville, NC

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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

Series 65

Years Registered*

3 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

Office Location

104 Welton Way
Mooresville, NC 28117

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Cwm, LLC Brokerage Details

Total Assets Under Management


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


NC Average: 226
Total Number of Accounts


NC Average: 7,467
Average Account Size


NC Average: $264,928

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.*

2017 - Present (6 years)

Accelerated Wealth Advisors, LLC

2015 - Present (8 years)

Accelerated Wealth Advisors LLC

2014 - Present (9 years)

Vape House

2016 - 2017 (1 year)

Accelerated Wealth, LLC

2014 - 2016 (2 years)

Accelerated Wealth, LLC

2013 - 2015 (2 years)

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.


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

Randy Harrison
Omaha, NE
Paul Boudwin
Houston, TX
Daniel Streetman
Omaha, NE
Camille Koppenberg
Omaha, NE
Dean Bertsch
Sioux Falls, SD
Clifford York
Vincennes, IN
Jaymon Meikle
Omaha, NE
Benjamin Rosholt
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

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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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