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CYWP FUND

BOCA RATON, FL · CRD 337234 · IAPD ↗ · 301-807-6390

$160.8MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
13Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
December 2025 — CYWP FUND (BOCA RATON, FL) is newly SEC-registered with $175.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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