CWP PRIVATE WEALTH MANAGEMENT
Tel: 262-226-2729 1755 W. Paradise Dr. West Bend, Wisconsin 53095
About CWP PRIVATE WEALTH MANAGEMENT
CWP PRIVATE WEALTH MANAGEMENT is a West Bend, Wisconsin based financial advisory firm with nearly $206,472,394 in assets under management and provides investment advisory services for 1006 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
281520
Firm SEC#:
801-120760
Assets Under Management:
$206,472,394
No. of Clients:
1006
No. of Advisors:
3
Advisory Services Provided:
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges
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