Financial advisers in West Bend, WI
3 registered investment adviser firms in West Bend managing $674M in assets, based on public SEC Form ADV filings.
Cwp Private Wealth Management
West Bend, WI · Est. 2021
Local
- AUM
- $276M
- Per adviser
- $92M
- Advisers
- 3
Client First Investment Management LLC
West Bend, WI · Est. 2022
Local
- AUM
- $272M
- Per adviser
- $45M
- Advisers
- 6
No reported disclosures
Capital Wealth Advisors, Ltd.
West Bend, WI · Est. 2014
Local
- AUM
- $126M
- Per adviser
- $63M
- Advisers
- 2
No reported disclosures