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CWP PRIVATE WEALTH MANAGEMENT
RIA SERVICES, LLC
CRD 281520 · SEC 801-120760
1755 W. PARADISE DR., WEST BEND, WI, 53095, United States
Phone
262-226-2729
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$276.1M
Discretionary AUM
$276.1M
Team
5 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 440 | $161.8M |
| High net worth individuals | 71 | $114.3M |
States served
AZ, IN, MI, OH, WI, FL
All web addresses on file
Official SEC filing: View on IAPD