Overview
Assets Under Management: $222 million
Headquarters: WEST BEND, WI
High-Net-Worth Clients: 47
Average Client Assets: $2 million
Frequently Asked Questions
RIA SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281520), RIA SERVICES, LLC is subject to fiduciary duty under federal law.
RIA SERVICES, LLC is headquartered in WEST BEND, WI.
RIA SERVICES, LLC serves 47 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, RIA SERVICES, LLC offers portfolio management for individuals. View all service details ↓
RIA SERVICES, LLC manages $222 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, RIA SERVICES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.32
Average High-Net-Worth Client Assets: $2 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