Cwp Private Wealth Management
Cwp Private Wealth Management is an SEC-registered mass-market adviser in West Bend, WI with $276.1M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Cwp Private Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281520, SEC 801-120760, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $276.1M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- West Bend, WI
- Employees
- 5
- Clients
- 511
- CRD
- 281520
- Ownership
- LAKE, DAVID, SCOTT; ROSENOW, DAVID, LEO; AJANGO, MICHAEL, FLYNN
How much AUM does Cwp Private Wealth Management have?
Cwp Private Wealth Management reported $276.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Cwp Private Wealth Management?
Disclosed owners and executives of Cwp Private Wealth Management include LAKE, DAVID, SCOTT, ROSENOW, DAVID, LEO, AJANGO, MICHAEL, FLYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.