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Building 2CWP PRIVATE WEALTH MANAGEMENT

Map pinWEST BEND, WI
Phone262-226-2729
NotebookSEC #801-120760
Total AUM
$276.1M
Employees
5
Clients
511

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1755 W. PARADISE DR.
WEST BEND
WI 53095
United States
Operating Hours
MON - THURS: 8AM-4:00PM, FRI: 8AM-3PM
Monday - Friday
Phone
262-226-2729

ReceiptFinancials

Total AUM
$276.1M
Accounts
1,173
Discretionary
$276.1M
Accounts
1,173
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
440
AUM
$161.8M
HNW Individual Clients
71
AUM
$114.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/Revocation
State Registrations
AZFLINMIOHWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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