Investment adviser · CRD 284420

CW WEALTH STRATEGIES

Investment adviser filing (IA)

BLOOMINGTON, MN, United States · Form ADV filed Oct 27, 2017

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
6
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Oct 27, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

7825 WASHINGTON AVE S, SUITE 625
BLOOMINGTON, MN, 55439, United States

CRD 284420

Filing source

Form ADV 1148582 · Oct 27, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.