CVW Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 317756
- Website
- www.cvwfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., EMPOWER FINANCIAL SERVICES, INC., ASSETMARK TRUST CO., FIDELITY DISTRIBUTORS COMPANY LLC, T. ROWE PRICE INVESTMENT SERVICES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.28%
- Individuals34%
- Pension & Profit Sharing Plans7.72%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
CVW Financial, LLC is an independent, owner-operated Registered Investment Adviser organized as an LLC that works with both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and produces periodicals or newsletters as part of its client communication. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The adviser is not positioned as a multi-state or ESG-focused manager, and it does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Cash & Cash Equivalents4%
- Private Funds3%
- Exchange Traded Equities1%
Contacts
1 of 1
Timothy Walt
FounderCRD 7480440
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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