Assets Under Management
$113.8M
Number of Clients
193
Number of Advisors
1
Average Client AUM
$590K
AUM per Advisor
$113.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
CWA offers financial planning, consulting, and investment management to various clients. Services include initial analysis, investment recommendations, and continuous monitoring. CWA manages stocks, bonds, mutual funds, ETFs, and other securities with discretionary trading authority.
1755 W. Paradise Dr., West Bend, WI, 53095