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
Disclosures are self-reported events from Form ADV filings. A disclosure does not necessarily indicate wrongdoing.
No disclosures on file for this firm