$276.1M Total AUM
$276.1M Disc. AUM
-- 3Y CAGR
5 Employees
511 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- PrimeEmber +more
- Established Date
- 09-25-2015
- Office Locations
- 1
Office Locations
1755 W. Paradise Dr. West Bend WI
About CWP Private Wealth Management
CWP Private Wealth Management is an independent, fee-based RIA founded in 2015. The firm provides financial planning and discretionary portfolio management, including retirement and estate planning and insurance guidance, serving retail clients such as entrepreneurs. Portfolios are built primarily with ETFs and index-oriented funds, custodied at Charles Schwab, and supported by Orion and Nitrogen (Riskalyze) tools.
Team overview
60 AVG AGE
$92.0M AVG AUM / ADVISOR
$540.3K AVG AUM / CLIENT
8.2 yrs AVG TENURE
5 Employees
3 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Fusion Atlas
CRM
Alpha horizon
Custodian
Eagle beacon Alpha Foundation timber Pathway frontier Delta
Fund Managers
Horizon fusion
Investment Themes
Beacon Ridge Optima
Investment Vehicles
Horizon
Platform
Eagle
Services
Peak Focus Beacon North signal Horizon North element
Technology
Capital Beacon quantum Vital ridge Glacier crest
Owner & Executives
DAVID SCOTT LAKE
Portfolio Manager, President
- CRD
- #1638504
- Ownership
- 75% or more
(409) 745-3041
value.vertex@quantumcapital.com
in linkedin.com/in/matrix-north
D
DAVID LEO ROSENOW
Chief Compliance Officer
- CRD
- #1561780
- Ownership
- 10% but less than 25%
(841) 674-6548
pathway.legacy@frontiercapital.com
in linkedin.com/in/pathway-focus
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $276,097,524 | $235,377 |
| Non-Discretionary | $0 | -- |
| Total | $276,097,524 | $235,377 |
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Separately Managed Accounts
Total SMA Asset: $276,097,524
Equity - Exchange:
40.3% Cash:
32.3% Other:
27.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,151,039,108 | 40.3% |
| Cash | $1,724,033,826 | 32.3% |
| Other | $1,462,493,091 | 27.4% |
| Total | $5,337,566,025 | 100.0% |