# Cwp Private Wealth Management
Source: https://planprovider.pro/provider/cwp-private-wealth-management

> Independent, fee-only advice is central to this West Bend, Wisconsin RIA serving the Milwaukee metro and nearby communities. Cwp Private Wealth Management wa…

Retirement Plan Advisor

West Bend, WI

## About Cwp Private Wealth Management

<p>Independent, fee-only advice is central to this West Bend, Wisconsin RIA serving the Milwaukee metro and nearby communities. Cwp Private Wealth Management was founded in 2015 and works with individuals and small businesses.</p>

<p>The firm provides portfolio management and financial planning, with guidance that often includes retirement planning and college savings. It also offers fiduciary services as both a 3(21) advisor and a 3(38) investment manager for employer-sponsored plans, supporting sponsors who want help with investment selection and oversight.</p>

<p>Cwp Private Wealth Management reports $0.3B in assets under management (2026) and is registered to work with clients in Wisconsin, Indiana, and Michigan. The firm reports no disciplinary disclosures.</p>

<ul>
<li>Fee-only Registered Investment Advisor (RIA)</li>
<li>3(21) fiduciary advice for plan sponsors</li>
<li>3(38) discretionary investment management</li>
<li>Portfolio management and financial planning</li>
<li>Registered in WI, IN, and MI</li>
</ul>

Website: [https://cwpwealth.com](https://cwpwealth.com)

## Office Locations

- West Bend, WI (Headquarters)

## Services Offered

- 3(21) Investment Advisor

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $250.0M

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