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COWLING BAY WEALTH MANAGEMENT, LLC
COWLING BAY WEALTH MANAGEMENT, LLC was listed as registered with state securities authorities in the IAPD firm compilation observed on 2026-10-22, with...
Overview
COWLING BAY WEALTH MANAGEMENT, LLC was listed as registered with state securities authorities in the IAPD firm compilation observed on 2026-10-22, with approved registrations in WI. In Form ADV filed on 2026-01-06, it reported 1 employee; 35 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including High net worth individuals; compensation arrangements including A percentage of assets under management. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. The feed lists only participating state authorities; it does not establish current registration status.
General information
Firm type
Registered Investment Adviser
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