CWP PRIVATE WEALTH MANAGEMENT

Legal name: RIA SERVICES, LLC

CRD 281520File 801-120760

APPROVED

Retail clients

Disclosure events

Filing as of Mar 25, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$276.1M

Below cohort median (national)

Discretionary AUM

$276.1M

Clients

511

1,173 accounts

Employees

Below cohort median in WI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Apr 9, 2021
Principal office: 1755 W. PARADISE DR., WEST BEND, WI, 53095
Phone: 262-226-2729
Website: HTTP://www.cwpwealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $276.1M
Discretionary AUM: $276.1M
Non-discretionary AUM: $0
Discretionary accounts: 1,173
Non-discretionary accounts: 0
Total accounts: 1,173
AUM per client: $540K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	71	$114.3M
Individuals (other than high net worth individuals)	440	$161.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11
Q11D5

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	3	5	increased by2
Apr 1, 2026	Custody	Yes	No
Apr 1, 2026	Clients	455	511	increased by56
Apr 1, 2026	AUM	$221,743,528	$276,097,524	increased by$54,353,996
Apr 1, 2026	Accounts	1,053	1,173	increased by120
May 1, 2025 vs Oct 1, 2022	Clients	432	455	increased by23
May 1, 2025 vs Oct 1, 2022	AUM	$214,845,596	$221,743,528	increased by$6,897,932
May 1, 2025 vs Oct 1, 2022	Accounts	925	1,053	increased by128
Mar 1, 2022	Employees	4	3	decreased by1
Mar 1, 2022	Clients	394	432	increased by38
Mar 1, 2022	AUM	$169,942,762	$214,845,596	increased by$44,902,834
Mar 1, 2022	Accounts	885	925	increased by40
May 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CWP PRIVATE” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CWP PRIVATE” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.