Cowling Bay Wealth Management, LLC
Cowling Bay Wealth Management, LLC (CRD# 305685) is a financial advisory firm headquartered in , . They manage $21,085,845 in 38 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Cowling Bay Wealth Management, LLC
By the Numbers
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Total Assets Under Management21MILLION
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Total Number of Accounts38ACCOUNTS
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Average Account Value$554,891
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WI
Financial Advisors at Cowling Bay Wealth Management, LLC
1
David Schedler (CRD# 1201198) is an Investment Advisor Representative working at Cowling Bay Wealth Management, LLC in Oshkosh, WI and has over 21 years of experience in the finance industry.
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