Investment adviser · CRD 281520
CWP PRIVATE WEALTH MANAGEMENT
Investment adviser filing (IA)
RIA SERVICES, LLC
WEST BEND, WI, United States · Form ADV filed Mar 25, 2026
- Regulatory AUM
- $276M Form ADV · Item 5.F
- Client accounts
- 1,173 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 440 | $161,757,665 | 58.6% |
| High-net-worth individuals | 71 | $114,339,859 | 41.4% |
Filing source
Form ADV 2080032 · Mar 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Mar 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1755 W. PARADISE DR.WEST BEND, WI, 53095, United States
CRD 281520
Filing source
Form ADV 2080032 · Mar 25, 2026 · 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.