# CWP Private Wealth Management

CWP Private Wealth Management is a Bank / Wealth / Trust based in West Bend, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** West Bend, United States
- **Region:** North America
- **Address:** West Bend, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** cwpwealth.com
- **LinkedIn:** https://www.linkedin.com/company/cwp-private-wealth-management-1

## Regulatory record

- **CRD number:** 281520
- **SEC file number:** 801-120760
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281520

## About

CWP Private Wealth Management was established in 2015 as a Wisconsin-based wealth manager and registered investment adviser. It provides services to individuals, entities, and business entities. The firm executes portfolio management alongside business management and financial planning. No specific asset-class allocations or named holdings appear in available records. Operations remain centered in the United States. No dated operational events from the last 24 months are recorded. Team size and additional offices remain undisclosed.

## Questions

### Who runs investment decisions at CWP Private Wealth Management?

No named principals or CIO are disclosed in public records.

### Does CWP Private Wealth Management participate in fund commitments or only direct deals?

Available information does not specify fund commitments versus direct investments.

## Related profiles

- [CWM Partners](https://altss.com/profile/cwm-partners)
- [CWR Funds](https://altss.com/profile/cwr-funds)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cwp-private-wealth-management

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