CWP PRIVATE WEALTH MANAGEMENT
  • CWP PRIVATE WEALTH MANAGEMENT
  • RIA SERVICES, LLC

Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 04/09/2021
Other registrations (3)
ADV Location WEST BEND, WI, United States
Contact Info 262 xxxxxxx
Websites
AUM* 276,097,524 34%
of that, discretionary 276,097,524 34%
Number of Employees 5 67%
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 235,377 15%
% High Net Worth 13.89% 40%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

276M 237M 197M 158M 118M 79M 39M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name WIPFLI LLP Filing Date09/10/2025 Form ADV-E View Report
Accounting Firm Name WIPFLI Filing Date07/25/2024 Form ADV-E View Report
Accounting Firm Name WIPFLI LLP Filing Date10/13/2023 Form ADV-E View Report

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