Cwp Private Wealth Management
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Overview
Cwp Private Wealth Management operates as a financial advisory company based in West Bend, Wisconsin. Cwp Private Wealth Management administers $194.7 million in total assets over 1,037 accounts, making it a mid-tier financial advisory firm in the nation by assets under management (AUM). The company has a small team, including 3 financial advisors. Cwp Private Wealth Management is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal investments such as options, bonds and equities.
Cwp Private Wealth Management manages all of the company's client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell choices for the client's account without needing to seek the customer's permission. The advisory firm's typical account size is $187,721. The typical financial advisor at Cwp Private Wealth Management manages about 346 client accounts.
The firm's main office is located at 1755 W. Paradise Dr., West Bend, Wisconsin 53095. Cwp Private Wealth Management is allowed to serve customers across 3 states, including Indiana, Michigan and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cwp Private Wealth Management by the Numbers
$194.7 million
3
1,037
$187.7 thousand
Fee Structure
Fees for financial advisory services depend on the type of services offered. Fee types charged by Cwp Private Wealth Management can consist of the following fee structures: asset-based or hourly. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Cwp Private Wealth Management.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
Unavailable
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to retail investors and high net worth investors. Out of its 1,037 customers, Cwp Private Wealth Management's largest client group is retail investors, though it also serves 39 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 8.84%
- Other Individuals - 91.16%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Cwp Private Wealth Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Cwp Private Wealth Management
West Bend, WI
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