RIA Intelligence

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
This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type
Limited Liability Company
State of Formation
Wisconsin
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LAKE, DAVID, SCOTTIMEMBERE Control
LAKE, DAVID, SCOTTIMEMBERE Control
LAKE, DAVID, SCOTTIMEMBERE Control
LAKE, DAVID, SCOTTIMEMBERE Control
LAKE, DAVID, SCOTTIMEMBERE Control
LAKE, DAVID, SCOTTIMEMBERE Control
LAKE, DAVID, SCOTTIMEMBERE Control
LAKE, DAVID, SCOTTIMEMBERE Control
AJANGO, MICHAEL, FLYNNIMEMBERB
AJANGO, MICHAEL, FLYNNIMEMBERB
AJANGO, MICHAEL, FLYNNIMEMBERB
AJANGO, MICHAEL, FLYNNIMEMBERB
ROSENOW, DAVID, LEOIMEMBER, CHIEF COMPLIANCE OFFICERB Control
ROSENOW, DAVID, LEOIMEMBER, CHIEF COMPLIANCE OFFICERB Control
ROSENOW, DAVID, LEOIMEMBER, CHIEF COMPLIANCE OFFICERB Control
ROSENOW, DAVID, LEOIMEMBER, CHIEF COMPLIANCE OFFICERB Control
ROSENOW, DAVID, LEOIMEMBER, CHIEF COMPLIANCE OFFICERB Control
ROSENOW, DAVID, LEOIMEMBER, CHIEF COMPLIANCE OFFICERB Control
ROSENOW, DAVID, LEOIMEMBER, CHIEF COMPLIANCE OFFICERB Control
ROSENOW, DAVID, LEOIMEMBER, CHIEF COMPLIANCE OFFICERB Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (3)

IN MI WI

Address

1755 W. PARADISE DR.
WEST BEND, WI 53095
United States
Phone: 262-226-2729