CWP PRIVATE WEALTH MANAGEMENT
West Bend, WI
AUM
$276.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
262-226-2729
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in WI, WEST BEND
5 advisers found
CLIENT FIRST INVESTMENT MANAGEMENT LLC
West Bend, WI
AUM
$271.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
262-335-1700
LARSON WEALTH MANAGEMENT, LLC
West Bend, WI
AUM
$59.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
262-353-9700
CAPITAL WEALTH ADVISORS, LTD.
West Bend, WI
AUM
$126.1M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
262-306-0066
Full profileNo website
KDHH INVESTMENTS LLC
West Bend, WI
AUM
$3.0M
Trusts & Estates
Team
0 total employees
Clients
0
Fees
Percentage of AUM
262-334-1015
Full profileNo website