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Cwp Private Wealth Management
West Bend, Wisconsin
CWP Private Wealth Management is a small investment advisory firm based out of West Bend, WI. With a single office, the firm is comprised of three dedicated employees who specialize in providing comprehensive investment advisory services. Each advisor at CWP Private Wealth Management manages an average of $64,890,000 in assets under management, which aligns with the industry average.
The firm's compensation structure encompasses various types, such as a percentage of assets under management and hourly charges, ensuring flexibility and tailored solutions for their clients. CWP Private Wealth Management demonstrates expertise in ma...see more
Assets Under Mgmt
$194.67M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Portfolio management for individuals and/or small businesses
Disclosures
- Do any of the events below involve you or any of your supervised persons?
- Had investment related business activity restricted by federal regulatory agency
Reviews for Cwp Private Wealth Management
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