What CWM Partners does

CWM Partners, LLC is a privately held, New York-based registered investment advisor (SEC CRD 299857) founded by Michael Warszawski, CFA, offering tailored wealth consulting services to high-net-worth families whose vision and values span multiple generations. The firm operates with a three-person team (Founder/CEO, Senior Investment Associate, Compliance Associate) from a single Manhattan office at 800 Third Avenue.

The firm delivers three core service areas: (1) Wealth Management and Planning Services, covering tax and financial planning, coordination of lending, insurance and investment needs, and trust and estate components; (2) Family Office Advisory Services, advising on the build-out and oversight of physical or virtual family offices; and (3) Family Board and Advisory Council Services, acting as board member or trustee with expertise in financial markets, risk management, family dynamics, multi-jurisdictional wealth management, and multi-generational planning. The firm has no proprietary technology platform and does not disclose AI/ML capabilities.

Revenue is generated through advisory fees on wealth management and planning engagements, consistent with a fiduciary AUM-based or hybrid fee model typical for HNW advisors. Distribution is purely direct and relationship-based, with the founder's leadership roles in Tiger 21 and YPO (Chair of Manhattan Gold Chapter) serving as the primary referral channels. No external institutional investors, parent company, or public listing are disclosed.

Name

CWM Partners

Legal name

CWM Partners, LLC

Website

https://cwm-partners.com

Company type

Private

Operating status

Operating

Short description

CWM Partners is a New York-based registered investment advisor founded by Michael Warszawski that provides tailored wealth management, family office advisory, and family board services to high-net-worth multi-generational families under a fiduciary standard.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Multi-Family Offices (MFOs) (FSAAADAB)

akta.pro secondary industries

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Family Business & Succession Advisory (FSAAADAL), Family Governance & Next-Gen Advisory (Education, Family Councils) (FSAAABAK)

Keywords

• Wealth management advisory
• Family office services
• Fiduciary wealth planning
• Multi-generational wealth
• Private wealth consulting

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Wealth Management Advisory Fees: CWM Partners generates revenue through wealth management and planning advisory services. The firm offers tailored, comprehensive wealth consulting services to discerning families. While specific fee structures are not publicly disclosed, the firm works with clients to develop investment, business, tax, and succession plans. The firm is registered as an investment advisor and provides fiduciary services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

CWM Partners delivers tailored, comprehensive wealth consulting services to discerning multi-generational families. The firm integrates wealth management and planning, family office advisory, and family board/trustee services under a fiduciary standard, coordinating investment, business, tax, and succession plans across multiple jurisdictions and generations.

Product overview

CWM Partners offers a unified wealth management platform comprising three core service areas: Wealth Management and Planning Services (tax and financial planning, lending/insurance/investment coordination, trust and estate components), Family Office Advisory Services (building and overseeing physical or virtual family offices), and Family Board and Advisory Council Services (serving as board members or trustees with financial and governance expertise). These services work together as an integrated offering designed for multi-generational wealth planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management and Planning Services Comprehensive wealth management encompassing tax and financial planning, coordination of lending, insurance, and investment needs, integrated with trust and estate components. Designed for multi-generational families seeking coordinated stewardship across all financial and estate planning dimensions.
• Family Office Advisory Services Advisory expertise in building and overseeing the optimal functioning of physical or virtual family offices, guiding, coordinating, and overseeing the multiple entities and professionals involved. Intended for families establishing or refining a dedicated family office structure.
• Family Board and Advisory Council Services Board member and trustee services with expertise in financial markets, risk management, family dynamics, multi-jurisdictional wealth management, multi-generational planning, and family education. Provided to family boards, advisory councils, and trusts requiring senior fiduciary representation.

Quantifiable outcome

• Comprehensive multi-generational wealth planning and oversight

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• Institute for the Fiduciary StandardcoreStrategic or Co-development PartnerCWM Partners founder Michael Warszawski was a founding member and moderator of the Chairman's Council of the Institute for the Fiduciary Standard, which developed best practices for fiduciary standards in wealth management. The firm affirms these Real Fiduciary Best Practices in writing.
• Institute for Family GovernancecoreStrategic or Co-development PartnerFounder Michael Warszawski is a member of the Institute for Family Governance, indicating professional affiliation with the organization that sets standards for family governance practices.
• Tiger 21coreStrategic or Co-development PartnerFounder serves as a Tiger 21 Group Chair. Tiger 21 is a network of successful entrepreneurs and investors focused on wealth preservation and transfer, providing a peer community for CWM's target clientele.
• W!SE (Women's Security/Success in Education)minorOthersFounder serves as a board member of W!SE, which educates high school students and victims of domestic abuse in financial literacy. This is a board membership/advisory role rather than a commercial partnership.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Emerging players

• Dynasty Financial Partners: Dynasty partners with independent RIAs and family offices, providing technology, investment, and operational support to HNW-focused advisory firms — an emerging ecosystem player adjacent to CWM Partners' RIA model.

Broad incumbents

• Rockefeller Capital Management: Rockefeller Capital Management provides private wealth management, asset management, and family office services to ultra-high-net-worth families, operating as a multi-family office at much larger scale than CWM Partners.
• Brown Brothers Harriman Wealth Management: Brown Brothers Harriman's Private Wealth business serves multi-generational families with investment management, trust, and family office services, representing a longer-established incumbent alternative to CWM Partners.
• CIBC Private Wealth (formerly Atlantic Trust): CIBC Private Wealth provides integrated wealth advisory, investment management, and multi-family office services to UHNW families, offering a similar multi-generational value proposition to CWM Partners.
• Wilmington Trust (Wealth Management): Wilmington Trust provides wealth advisory, investment management, and trust services to HNW and UHNW families, with a multi-generational family office focus comparable to CWM Partners' offering.
• BNY Mellon Wealth Management: BNY Mellon Wealth Management serves UHNW families with investment management, trust, banking, and family office services — a broad incumbent competitor in the same multi-generational advisory niche as CWM Partners.
• Northern Trust Wealth Management: Northern Trust's wealth management business provides comprehensive multi-generational wealth advisory, trust, and family office services to UHNW families globally, competing with CWM Partners across the same HNW/UHNW segment with significantly greater scale.

Direct peers

• Bessemer Trust: Bessemer Trust is a leading multi-family office serving multi-generational HNW and UHNW families with integrated wealth management, investment, and trust services — directly comparable to CWM Partners' multi-generational advisory model.
• Aspiriant: Aspiriant is an independent, partner-owned wealth management firm serving HNW families with comprehensive financial planning, investment management, and family office services — closely comparable to CWM Partners' integrated multi-generational model.
• Glenmede: Glenmede is an independent multi-family office and investment manager serving wealthy families and foundations with discretionary asset management, trust, and advisory services — a clear peer to CWM Partners' family office advisory offering.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about CWM Partners