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- Custodian
- Charles Schwab & Company ยท Matrix Trust
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-23-2021
- Office Locations
- 1
Office Locations
About CWS Wealth Partners
CWS Wealth Partners is an Omaha, Nebraska RIA providing personalized wealth management and financial planning to retail clients. The team helps organize, optimize, implement, and maintain client resources across planning, tax and estate considerations, and insurance as needed. Portfolios are primarily implemented with public funds and ETFs, with custody relationships including Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRETT REED CASTINADO
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #6101622
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Brock Castinado
Financial Advisor, General Partner
- CRD
- #7429996
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,000,000 | -- |
| Non-Discretionary | $6,000,000 | -- |
| Total | $62,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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