RIA SERVICES, LLC

CWP PRIVATE WEALTH MANAGEMENT
WEST BEND, Wisconsin·3 registered advisors·CRD# 281520
SEC# 801-1207600262-226-2729
01

Firm Overview

AUM
$206M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Investment Management
04

Advisors at RIA SERVICES, LLC

3 registered advisors
David Leo Rosenow
WEST BEND, Wisconsin
David Scott Lake
WEST BEND, Wisconsin
Michael Flynn Ajango
WEST BEND, Wisconsin
05

Office Locations

WEST BEND, Wisconsin
3 advisors

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Data sourced from SEC Form ADV filings. RIA SERVICES, LLC (CRD# 281520) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.