Overview
Assets Under Management: $222 million
Headquarters: WEST BEND, WI
High-Net-Worth Clients: 3
Average Client Assets: $50 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.68
Average High-Net-Worth Client Assets: $50 million
Total Client Accounts: 1,053
Discretionary Accounts: 1,053
Regulatory Filings
CRD Number: 281520
Filing ID: 1974371
Last Filing Date: 2025-03-31 16:24:00
Website: https://cwpwealth.com