RIA SERVICES, LLC
Doing business as CWP PRIVATE WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$276,097,524
Discretionary
$276,097,524
Non-discretionary
$0
Firm details
- CRD number
- 281520
- SEC file number
- 801-120760
- Main office
- WEST BEND, WI, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://www.cwpwealth.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.