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CWP PRIVATE WEALTH MANAGEMENT

WEST BEND, WI · CRD 281520 · IAPD ↗ · cwpwealth.com · 262-226-2729

$276.1MRegulatory AUM
3Advisory reps
5Employees
0Clients
11-25Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — CWP PRIVATE WEALTH MANAGEMENT notice-filed in AZ, FL, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — CWP PRIVATE WEALTH MANAGEMENT reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
78
April 2026 — CWP PRIVATE WEALTH MANAGEMENT now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
58
March 2024 — CWP PRIVATE WEALTH MANAGEMENT reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.