Cwp Private Wealth Management

Cwp Private Wealth Management (CRD# 281520) is a financial advisory firm headquartered in West Bend, WI. They manage $206,472,394 in 1,006 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1755 W. Paradise Dr., West Bend, WI 53095
http://www.cwpwealth.com
By the Numbers
  • Total Assets Under Management
    206
    MILLION
  • Total Number of Accounts
    1,006
    ACCOUNTS
  • Average Account Value
    $205,241
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, MI, WI

Financial Advisors at Cwp Private Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
David Rosenow, financial advisor West Bend WI
David L. Rosenow
CRD#: 1561780
1755 W. Paradise Dr., West Bend, WI 53095

David Rosenow (CRD# 1561780) is an Investment Advisor Representative working at Cwp Private Wealth Management in West Bend, WI and has over 37 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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