RIA SERVICES, LLC
Legal name: CWP PRIVATE WEALTH MANAGEMENT
CRD #281520 SEC #801-120760 WEST BEND, WI 262-226-2729
SEC Registered Disclosures
Total AUM
$221.7M
Discretionary
$221.7M
Employees
3
Clients
10
Accounts
1,053
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $221.7M | $221.7M | $0 | 3 | 0 |
| Mar 2025 | $221.7M | $221.7M | $0 | 3 | 0 |
| Feb 2024 | $206.5M | $206.5M | $0 | 3 | 0 |
| Dec 2023 | $194.7M | $194.7M | $0 | 3 | 0 |
| Feb 2023 | $194.7M | $194.7M | $0 | 3 | 0 |
| Feb 2022 | $214.8M | $214.8M | $0 | 3 | 0 |
| Nov 2021 | $169.9M | $169.9M | $0 | 4 | 0 |
| Mar 2021 | $169.9M | $169.9M | $0 | 4 | 0 |
DateMar 2025
Total AUM$221.7M
Discretionary$221.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$221.7M
Discretionary$221.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$206.5M
Discretionary$206.5M
Non-Disc.$0
Employees3
Clients0
DateDec 2023
Total AUM$194.7M
Discretionary$194.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$194.7M
Discretionary$194.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$214.8M
Discretionary$214.8M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$169.9M
Discretionary$169.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$169.9M
Discretionary$169.9M
Non-Disc.$0
Employees4
Clients0