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CWM

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Namestring
CWM
Legal namestring
Crosland Wealth Management, Inc.
Websiteurl
croslandwm.com
Company typeenum
Private
Founded yearint
2010
Descriptiontext

Crosland Wealth Management (CWM) is an independent financial advisory firm headquartered at 100 Starr Avenue, Suite B, Starkville, Mississippi, founded in February 2010 by Bobby Crosland after his tenure at A.G. Edwards/Wells Fargo Advisors. The firm serves individuals and families in the Starkville/Columbus/Jackson corridor and surrounding areas of Southeast Mississippi, delivering a unified wealth management offering that combines personalized financial planning with investment advisory services. Bobby Crosland is a CERTIFIED FINANCIAL PLANNER® professional with over 35 years of industry experience and a BS in accounting from Mississippi State University (1979); he was named a Business Experience advisor by Commonwealth Financial Network in 2023.

The service portfolio spans wealth management, retirement strategies, estate planning, investment advisory, insurance planning, tax planning, and education savings planning, packaged around each client's financial plan rather than as discrete products. Investment execution, account access, and planning tools are delivered through Commonwealth Financial Network, the firm's RIA and broker-dealer partner; CWM itself does not operate proprietary technology, and the website notes use of Commonwealth's integrated platform including Investor360°, eMoney, MoneyGuide, and RightCapital, along with Google Analytics on the marketing site.

The business model is a private, owner-operated advisory practice. Revenue derives from advisory fees negotiated privately with clients, with no public pricing schedule; ownership commentary indicates Bobby Crosland maintains operational control with no VC, PE, or external equity backing, and no subsidiaries, M&A, or restructuring activity are disclosed. Headcount is reported in the 1-10 band, consistent with a small practice centered on the founder, and the firm shows no public ticker, no funding rounds, and no disclosed AUM or revenue figures.

Short descriptiontext

Crosland Wealth Management (CWM) is an independent, owner-operated financial advisory firm in Starkville, Mississippi, founded in 2010 by Bobby Crosland, serving individuals and families in the Starkville/Columbus/Jackson area with wealth management, retirement, estate, tax, and investment planning services delivered through Commonwealth Financial Network.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersStarkville, United States
HQ citystring
Starkville
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
wealth management services, retirement planning, financial advisory, estate planning, investment advisory
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Wealth Management
Social media profiles1 record
Cost components4 values
Personnel, Operations, Marketing or Sales, Technology or R&D
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

CWM (Crosland Wealth Management) is an independent financial advisory firm that delivers personalized wealth management, retirement planning, and investment advisory services to individuals and families in Mississippi and the surrounding Southeast US. The firm provides a bundled offering that combines financial planning (estate, tax, insurance, education savings) with portfolio management executed via Commonwealth Financial Network's brokerage and RIA infrastructure. Advisory fees are negotiated privately with clients and the firm operates without proprietary technology, relying on partner platforms such as Investor360°, eMoney, MoneyGuide, and RightCapital.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Crosland Wealth Management (CWM) operates as an independent financial advisory firm offering a unified wealth management service. The core offering combines personalized financial planning with investment advisory services, supported by partner infrastructure from Commonwealth Financial Network. The firm's service portfolio includes wealth management, retirement strategies, estate planning, investment advisory, insurance planning, tax planning, and education savings planning. Clients access their accounts and financial planning tools through Commonwealth's integrated technology platform, which provides access to various financial planning software including Investor360°, eMoney, MoneyGuide, and RightCapital. The firm also provides educational content and calculators to support client financial literacy.

Product and service7 records
1Wealth Management Services
CategoryCore Wealth Management
2Retirement Strategies
CategoryRetirement Planning
3Estate Planning Services
CategoryEstate Planning
4Investment Advisory Services
CategoryInvestment Advisory
5Insurance Planning
CategoryInsurance Planning
6Tax Planning
CategoryTax Planning
7Education Savings Planning
CategoryEducation Planning
Scale indicator1 record

Each record includes

Type, Value, Description, Source

Recent move4 records

Each record includes

Date, Type, Title, Description, Source

Market position
Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat2 records

Each record includes

Type, Details

Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

CWM

Wealth Managementcroslandwm.com

Crosland Wealth Management (CWM) is an independent, owner-operated financial advisory firm in Starkville, Mississippi, founded in 2010 by Bobby Crosland, serving individuals and families in the Starkville/Columbus/Jackson area with wealth management, retirement, estate, tax, and investment planning services delivered through Commonwealth Financial Network.

What CWM does

Crosland Wealth Management (CWM) is an independent financial advisory firm headquartered at 100 Starr Avenue, Suite B, Starkville, Mississippi, founded in February 2010 by Bobby Crosland after his tenure at A.G. Edwards/Wells Fargo Advisors. The firm serves individuals and families in the Starkville/Columbus/Jackson corridor and surrounding areas of Southeast Mississippi, delivering a unified wealth management offering that combines personalized financial planning with investment advisory services. Bobby Crosland is a CERTIFIED FINANCIAL PLANNER® professional with over 35 years of industry experience and a BS in accounting from Mississippi State University (1979); he was named a Business Experience advisor by Commonwealth Financial Network in 2023.

The service portfolio spans wealth management, retirement strategies, estate planning, investment advisory, insurance planning, tax planning, and education savings planning, packaged around each client's financial plan rather than as discrete products. Investment execution, account access, and planning tools are delivered through Commonwealth Financial Network, the firm's RIA and broker-dealer partner; CWM itself does not operate proprietary technology, and the website notes use of Commonwealth's integrated platform including Investor360°, eMoney, MoneyGuide, and RightCapital, along with Google Analytics on the marketing site.

The business model is a private, owner-operated advisory practice. Revenue derives from advisory fees negotiated privately with clients, with no public pricing schedule; ownership commentary indicates Bobby Crosland maintains operational control with no VC, PE, or external equity backing, and no subsidiaries, M&A, or restructuring activity are disclosed. Headcount is reported in the 1-10 band, consistent with a small practice centered on the founder, and the firm shows no public ticker, no funding rounds, and no disclosed AUM or revenue figures.

CWM firmographics

Firmographics
Name
CWM
Legal name
Crosland Wealth Management, Inc.
Website
https://croslandwm.com
Company type
Private
Founded year
2010
Operating status
Operating
Headcount range
1–10 employees
Short description
Crosland Wealth Management (CWM) is an independent, owner-operated financial advisory firm in Starkville, Mississippi, founded in 2010 by Bobby Crosland, serving individuals and families in the Starkville/Columbus/Jackson area with wealth management, retirement, estate, tax, and investment planning services delivered through Commonwealth Financial Network.
Ownership category
akta.pro rank

Where CWM is headquartered

Location

Headquarters

HQ city
Starkville
HQ country
United States
HQ region
North America

Markets served

CWM business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D

CWM product offering

Product offering

Core offering

CWM (Crosland Wealth Management) is an independent financial advisory firm that delivers personalized wealth management, retirement planning, and investment advisory services to individuals and families in Mississippi and the surrounding Southeast US. The firm provides a bundled offering that combines financial planning (estate, tax, insurance, education savings) with portfolio management executed via Commonwealth Financial Network's brokerage and RIA infrastructure. Advisory fees are negotiated privately with clients and the firm operates without proprietary technology, relying on partner platforms such as Investor360°, eMoney, MoneyGuide, and RightCapital.

Product overview

Crosland Wealth Management (CWM) operates as an independent financial advisory firm offering a unified wealth management service. The core offering combines personalized financial planning with investment advisory services, supported by partner infrastructure from Commonwealth Financial Network. The firm's service portfolio includes wealth management, retirement strategies, estate planning, investment advisory, insurance planning, tax planning, and education savings planning. Clients access their accounts and financial planning tools through Commonwealth's integrated technology platform, which provides access to various financial planning software including Investor360°, eMoney, MoneyGuide, and RightCapital. The firm also provides educational content and calculators to support client financial literacy.

Differentiator

Problem solved

Functional benefit

Products and services

  • Wealth Management Services
  • Retirement Strategies
  • Estate Planning Services
  • Investment Advisory Services
  • Insurance Planning
  • Tax Planning
  • Education Savings Planning

Companies that use CWM

Customer profile

Ideal customer profiles1 record

CWM technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

CWM partnerships and signals

Strategic signal

Scale indicators1 record

Recent moves4 records

CWM competitors and assessment

Company assessment

Market position

Weaknesses4 records

Competitive moat2 records

Customer concentration

CWM social profiles

Digital presence

CWM financial estimates

Financial estimate

Revenue estimate

Valuation estimate

CWM leadership team

Management profile

Number of profiles

Profiles1 record

CWM funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

CWM M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CWM

What does CWM do?

CWM (Crosland Wealth Management) is an independent financial advisory firm that delivers personalized wealth management, retirement planning, and investment advisory services to individuals and families in Mississippi and the surrounding Southeast US. The firm provides a bundled offering that combines financial planning (estate, tax, insurance, education savings) with portfolio management executed via Commonwealth Financial Network's brokerage and RIA infrastructure. Advisory fees are negotiated privately with clients and the firm operates without proprietary technology, relying on partner platforms such as Investor360°, eMoney, MoneyGuide, and RightCapital.

Is CWM a public or private company?

CWM is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was CWM founded?

CWM was founded in 2010. It employs 1 to 10 people.

Where is CWM based?

CWM is headquartered in Starkville, United States, in the North America region.

Does CWM have an API?

No public API is recorded for CWM.

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Live signals
The Motley FoolCWM Opens a $521 Million Position in CORO -- What Investors Should KnowCWM, LLC initiated a new stake in the iShares International Country Rotation Active ETF (CORO) during Q1, purchasing 16,208,136 shares worth $521.1 million. The position represents 1.4% of CWM's 13F reportable AUM, and CORO shares have risen 35.5% over the past year, outperforming the S&P 500 by about 8 percentage points.Defense WorldCwm LLC Has $3.49 Million Stock Holdings in Boston Scientific Corporation $BSXCwm LLC reduced its position in Boston Scientific Corporation shares by 22.6% during the fourth quarter, selling 10,695 shares and leaving it with 36,604 shares valued at $3.49 million, according to the company's Form 13F filing with the SEC. Multiple other institutional investors made significant changes to their Boston Scientific positions during the third quarter, with Parnassus Investments increasing its stake by 42,978.9% and Egerton Capital UK LLP boosting its position by 223.7%. CEO Michael F. Mahoney also sold 160,901 shares valued at approximately $15 million on February 2nd, representing a 10.23% decrease in his holdings.Defense WorldAureum Wealth Management LLC Invests $2.01 Million in BNY Mellon Global Infrastructure Income ETF $BKGIAureum Wealth Management LLC acquired 49,745 shares of the BNY Mellon Global Infrastructure Income ETF (BKGI), valued at approximately $2.01 million, in the fourth quarter. The ETF stake represents 1.9% of Aureum's portfolio, making it the firm's 19th largest holding, with Aureum owning 1.04% of the ETF overall. Several other institutional investors, including Legacy CG LLC, Modern Wealth Management LLC, CWM LLC, Nottingham Advisors Inc., and Insight Wealth Strategies LLC, also modified their positions in the fund during the period.Defense WorldElevation Capital Advisory LLC Makes New $722,000 Investment in SPDR NYSE Technology ETF $XNTKElevation Capital Advisory LLC purchased a new position of 2,599 shares in the SPDR NYSE Technology ETF during the fourth quarter, valued at approximately $722,000, according to its most recent Form 13F filing with the SEC. Several other institutional investors, including CWM LLC, MML Investors Services LLC, Realta Investment Advisors, SFG Wealth Management LLC, and Detalus Advisors LLC, also adjusted their positions in the ETF during recent quarters. The SPDR NYSE Technology ETF, which tracks the Morgan Stanley Technology Index composed of electronics-based technology companies, has a market capitalization of $1.66 billion and opened at $292.38 per share.Defense WorldBCS Wealth Management Increases Stake in SPDR Portfolio Developed World ex-US ETF $SPDWBCS Wealth Management increased its stake in SPDR Portfolio Developed World ex-US ETF by 101.3% during the fourth quarter, acquiring an additional 131,028 shares to hold 260,348 shares worth approximately $11.6 million. The ETF, which tracks the S&P/Citigroup BMI World Ex US Index of developed-market companies outside the United States, has a market capitalization of $39.15 billion and a PE ratio of 16.12. Several other institutional investors, including Creative Planning, CWM LLC, TIAA Trust National Association, UBS Group AG, and Envestnet Asset Management Inc., also modified their positions in the ETF during the quarter.Defense WorldBCS Private Wealth Management Inc. Acquires Shares of 16,900 SPDR S&P Oil & Gas Equipment & Services ETF $XESBCS Private Wealth Management Inc. acquired 16,900 shares of the SPDR S&P Oil & Gas Equipment & Services ETF (XES) in the fourth quarter, valued at approximately $1,385,000, according to its most recent Form 13F filing with the Securities and Exchange Commission. The ETF, which tracks the S&P Oil & Gas Equipment & Services Select Industry Index, has a market capitalization of $490.03 million and its stock opened at $116.12 on Wednesday, down 2.8%. Several other institutional investors, including Osaic Holdings Inc., CWM LLC, UBS Group AG, Flow Traders U.S. LLC, and Tower Research Capital LLC, also adjusted their positions in XES during the quarter.Defense WorldClear Creek Financial Management LLC Buys 14,100 Shares of FT Vest U.S. Equity Buffer ETF – September $FSEPClear Creek Financial Management LLC increased its stake in the FT Vest U.S. Equity Buffer ETF – September (FSEP) by 231.9% in the fourth quarter, acquiring an additional 14,100 shares to hold 20,179 shares worth approximately $1,040,000. Several other investment firms, including CWM LLC, Commonwealth Equity Services LLC, Assetmark Inc., Raymond James Financial Inc., and Atria Investments Inc., also increased their holdings in the ETF during the third quarter. The ETF, which invests in large-cap equity using options strategies to provide buffered losses and capped gains on SPY, has a market capitalization of $903.56 million and is managed by First Trust.Defense WorldFLP Wealth Management LLC Makes New Investment in SPDR Gold MiniShares Trust $GLDMFLP Wealth Management LLC acquired a new position in SPDR Gold MiniShares Trust (GLDM), purchasing 6,061 shares valued at approximately $517,000 in the fourth quarter, representing about 0.5% of its portfolio. Multiple other institutional investors, including Sumitomo Mitsui Trust Group, Mizuho Bank, Bank of America, CWM LLC, and Corient Private Wealth LLC, also recently modified their holdings in the same ETF, with some significantly increasing their stakes by hundreds of percent. The SPDR Gold MiniShares Trust is an exchange-traded fund that tracks the LBMA Gold Price index using gold bars held in London vaults, issued by State Street.Defense WorldSTUB (NYSE:STUB) Given Consensus Rating of “Hold” by AnalystsSeven analysts have assigned an average "Hold" rating to STUB (StubHub Holdings Inc), with one sell, five hold, and one buy recommendation, alongside price targets ranging from $7.50 to $12.00. The company reported quarterly earnings of ($1.56) per share, missing the consensus estimate of ($0.01) by $1.55, while revenue of $449.17 million declined 15.8% year-over-year. Institutional investors including CWM LLC, Universal Beteiligungs, Baader Bank, and others modified their positions during Q4, while insider Scott Michael Fitzgerald sold 28,387 shares at $7.66, reducing his stake by 26.69%.MarketBeatCwm LLC Has $2.44 Million Stock Holdings in Reinsurance Group of America, Incorporated $RGACwm LLC raised its stake in Reinsurance Group of America by 67.4% in Q2, holding 12,281 shares worth $2.44 million. RGA reported Q2 EPS of $4.72, missing the $5.58 consensus, and declared a $0.93 quarterly dividend. Analysts rate the stock a Moderate Buy with a $241.56 price target.