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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Eagle vitalWave
- Established Date
- 04-28-2022
- Office Locations
- 1
Office Locations
About CVW Financial, LLC
CVW Financial, LLC is an independent Plymouth, MA registered investment adviser led by Timothy M. Walt. The firm provides comprehensive financial planning and ongoing investment management, including tax-integrated investment strategy, retirement and estate planning, insurance and education planning, and guidance on workplace plans (401(k)/403(b)/457). As a fiduciary, CVW does not sell insurance or investment products, supporting unbiased advice and a transparent fee structure.
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Investment Themes
Investment Vehicles
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Owner & Executives
Timothy M Walt
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #7480440
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,754,557 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,754,557 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,754,557
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,270,720,926 | 30.3% |
| Cash | $1,069,418,601 | 25.5% |
| Private Funds | $1,178,457,361 | 28.1% |
| Equity - Exchange | $675,201,548 | 16.1% |
| Total | $4,193,798,436 | 100.0% |