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Cwp Private Wealth Management

CRD 281520  ·  West Bend, WI  ·  $276.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
281520
SEC number
801-120760
Firm type
RIA
Assets under management
$276.1M as of Mar 25, 2026
Website
www.cwpwealth.com ↗
Phone
262-226-2729
Address
1755 W. Paradise Dr., West Bend, WI, 53095

Advisors at this firm

1 in our index · page 1 of 1

  • David Scott LakeCRD 1638504 · West Bend, WI
    IA Registered
    Disclosure event(s) on record
1–1 of 1

Source & corrections

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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