RIAs in West Bend, Wisconsin
Explore 3 RIAs headquartered in West Bend, with $674.1M in combined reported AUM.
RIAs3Headquartered here
Total AUM$674.1MReported regulatory AUM
Total Employees23Reported by these RIAs
% of Total State AUM0.1%% Of total State AUM Reported
All RIAs in West Bend
3 RIAsShowing 1–3 of 3 RIAs
Cwp Private Wealth Management
WEST BEND, WIReported AUM$276.1M
Employees5
41.0% of city AUMView RIA ↗
Client First Investment Management LLC
WEST BEND, WIReported AUM$271.9M
Employees16
40.3% of city AUMView RIA ↗
Capital Wealth Advisors, Ltd.
WEST BEND, WIReported AUM$126.1M
Employees2
18.7% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.