CWP PRIVATE WEALTH MANAGEMENT

Overview

CWP Private Wealth Management is an independent registered investment adviser that concentrates on serving individuals and families. The firm provides financial planning and discretionary portfolio management for individual investors and small businesses. Its business model mixes AUM-based advisory fees with hourly and fixed-fee engagements, allowing for both ongoing wealth management and project-based planning work. Investment activity shows a clear equity tilt: exchange-traded equities are the dominant asset class in client portfolios. The firm does not classify itself as an active ESG investor and operates under an owner-type structure led by an individual proprietor. While CWP is not a capital allocator running proprietary funds, it does place client capital with external alternative managers in targeted strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices