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Cwos FOR Hire

Cwos FOR Hire. CRD 282564

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CRD: 282564

Cwos FOR Hire

Saint Louis, MO, 63131
3148079870
$46.0M Total AUM
$44.7M Disc. AUM
-- 3Y CAGR
1 Employees
62 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Foundation harborMeridian momentum +more
Established Date
12-01-2015
Office Locations
1

Office Locations

13492 Clayton Road Saint Louis MO

About Cwos FOR Hire

CWOs for Hire LLC is a Missouri- and Texas-registered RIA providing retirement planning that integrates investment and tax expertise. The firm builds detailed, long-term plans and helps clients implement and adjust over time, serving retirees and business owners with planning around taxes, estates, and succession. Portfolios emphasize active asset allocation and risk management, often using ETFs and fixed income, with custody at Charles Schwab.

Team overview

-- AVG AGE
$46.0M AVG AUM / ADVISOR
$742.1K AVG AUM / CLIENT
10.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age

Insights

Premium access reveals conviction themes in unison focus.
Unlock to compare peer behavior around foundation quantum.
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Request access to benchmark trends tied to fusion alpha.
Open the full profile to inspect shifts in meridian atlas.
See the complete signal summary connected to prime quantum.
Full visibility includes strategy notes for pathway crest.

Asset Classes

Frontier Element Zenith Timber capital

Client Personas

Summit matrix Fusion wave

Custodian

Foundation beacon

Investment Themes

Atlas Prime Unison zenith

Investment Vehicles

Fusion quantum

Services

Glacier Oak harbor Summit Horizon Capital peak Focus Vital summit

Technology

Oak legacy North prime Oak

Owner & Executives

DAVID JOSEPH ZAEGEL

DAVID JOSEPH ZAEGEL

Chief Compliance Officer, President

CRD
#6195892
Ownership
50% but less than 75%
(425) 903-3992
unison.summit@glaciercapital.com
in linkedin.com/in/frontier-alpha
D

Dennis Fry

President, TREASURER

CRD
--
Ownership
25% but less than 50%
(986) 410-6829
glacier.wave@vectorcapital.com
in linkedin.com/in/value-pathway

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $44,679,000 --
Non-Discretionary $1,333,000 --
Total $46,012,000 --

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Separately Managed Accounts

Total SMA Asset: $44,679,000

$44.7M Total SMA
Equity - Exchange:
15.2%
Corporate - Investment Grade:
7.2%
U.S. Government/Agency:
8.1%
Municipal Bonds:
23.0%
Cash:
21.6%
Public Funds:
24.9%
Asset class Assets Assets %
Equity - Exchange $1,302,431,898 15.2%
Corporate - Investment Grade $616,941,425 7.2%
U.S. Government/Agency $694,059,104 8.1%
Municipal Bonds $1,970,785,109 23.0%
Cash $1,850,824,276 21.6%
Public Funds $2,133,589,097 24.9%
Total $8,568,630,909 100.0%

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