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CWS WEALTH PARTNERS

CASTINADO WEALTH STRATEGIES, LLC

CRD 316112

Visit website

12020 SHAMROCK PLAZA, SUITE 200, OMAHA, NE, 68154, United States

Phone

402-999-2116

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$62.0M

Discretionary AUM

$56.0M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals106$26.0M
High net worth individuals27$36.0M

All web addresses on file

Official SEC filing: View on IAPD