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CWP PRIVATE WEALTH MANAGEMENT
1755 W. Paradise Dr.
West Bend, Wisconsin 53095
Tel: 262-226-2729
About CWP PRIVATE WEALTH MANAGEMENT
CWP PRIVATE WEALTH MANAGEMENT, formally registered with the SEC as CWP PRIVATE WEALTH MANAGEMENT. The firm was established in 04/09/2021. They have over 1 offices throughout the country.
CWP PRIVATE WEALTH MANAGEMENT is a West Bend, Wisconsin based Financial Planning firm with nearly $206,472,394 assets under management, offering retirement planning & investment advisory services to 1006 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281520 |
| SEC# | 801-120760 |
| Assets Managed by Firm | $206,472,394 |
| No. of Clients | 1006 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1006 | $206,472,394 |
| Individuals (other than high net worth individuals) | 407 | $142,993,116 |
| High net worth individuals | 45 | $63,479,278 |
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