Assets Under Management
$221.7M
Number of Clients
455
Number of Advisors
2
Average Client AUM
$487K
AUM per Advisor
$110.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
CWP Private Wealth Management offers investment management services, monitoring portfolios continuously. They also provide financial planning and consulting services, including creating financial plans and assisting with implementation. CWP may also provide sub-advisory services to other investment advisory firms.
1755 W. Paradise Dr., West Bend, WI, 53095