CWPIM

Overview

Cwpim operates as an independent Registered Investment Advisor (RIA) structured as a limited liability company. The firm focuses on providing financial planning services and portfolio management primarily for individuals and small businesses. Cwpim does not engage in capital allocation and is not classified as a multi-state adviser. It also operates as an insurance broker, which adds another layer to its service offerings. The firm’s fee structure is diverse, including a percentage of assets under management, hourly charges, and fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices