Cwp Private Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Bend, WI. Its latest Form ADV filing, dated March 25, 2026, reports $276M in regulatory assets under management, 5 employees, and 1,173 accounts.
Assets Under Management
$276M
Employees
5
Offices
--
Total Clients
511
Primary office
WEST BEND, WI
1755 W. PARADISE DR., WEST BEND, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.1% of total clients.
Top client categories% of clientsClients
1
Individuals
86.1%
440
2
HNWI
13.9%
71
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$276Mas of March 25, 2026
Discretionary100.0%
$276M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$276M
Total Accounts1,173
10Y AUM Change+$106M (+62.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee102:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.