CWR Capital Management LLC
RIASEC Registered
Total AUM
$3.6M
Discretionary
$3.6M
100% of AUM
Avg account
$83.8K
Accounts
43
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 314201
- Website
- www.cwrcapitalmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI55.43%
- Individuals44.57%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
CWR Capital Management LLC is an independent, individual-owned RIA organized as an LLC that provides fee-based financial planning and portfolio management targeted at individuals, families and small-business owners. The firm operates on a fixed-fee model and does not present itself as a capital allocator or pension consultant. It does not identify as an ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
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 Funds74%
- Cash & Cash Equivalents13%
- Non-Exchange Traded Equities7%
- Exchange Traded Equities6%
Contacts
1 of 1
Carl Rowits
Financial ProfessionalCRD 6516503
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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