Paul
Boudwin

Cwm, LLC

CRD#4104762
Investment Advisor
in Houston, TX

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About this Advisor

Paul Boudwin is a financial advisor operating out of Houston, Texas with a total of 1 year of relevant experience. Boudwin is currently employed by Cwm, LLC. Over the course of their career, they have held roles at Citigroup, Capital Home Loans, Eagle Mortgage, Regions Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC, Lpl Financial, LLC, Cwm, LLC and Wealth Standard Financial. Boudwin maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Cwm, LLC is a firm operating out of Omaha, NE. The company has offices in 165 locations and a total of 1,111 people on staff. It oversees $20 billion in assets among its 96,956 accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 96,956 customer accounts, 15% are held by high-net-worth investors who have at least $1 million in investable assets. Cwm, LLC offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors vary depending on the type of financial services offered. Fee types charged by Cwm, LLC can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

4101 Greenbriar Drive, Suite 236
Houston, TX 77098

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Cwm, LLC Brokerage Details

Total Assets Under Management

$19,943,561,186

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

1,111

TX Average: 226
Total Number of Accounts

96,956

TX Average: 7,467
Average Account Size

$205,697

TX Average: $264,928

Investment Advisory Services

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

Paul Boudwin Work History

Paul has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Cwm, LLC

2020 - Present (4 years)

Wealth Standard Financial

2020 - 2022 (2 years)

Lpl Financial, LLC

2016 - 2016 (< 1 year)

Eagle Mortgage

2016 - 2020 (4 years)

Regions Bank

2016 - 2019 (3 years)

Cetera Investment Advisers LLC

2016 - 2019 (3 years)

Cetera Investment Services LLC

2015 - 2016 (1 year)

Capital Home Loans

2013 - 2015 (2 years)

Citigroup

*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 Paul Boudwin 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

Jason Juhl
Omaha, NE
Daniel Streetman
Omaha, NE
Randy Harrison
Omaha, NE
Derek Pesta
Omaha, NE
Jaymon Meikle
Omaha, NE
Clifford York
Vincennes, IN
Camille Koppenberg
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 profile-compliance@smartasset.com.

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