Cws Wealth Partners
Cws Wealth Partners (CRD# 316112) is a financial advisory firm headquartered in Omaha, NE. They manage $30,000,000 in 187 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Cws Wealth Partners
By the Numbers
-
Total Assets Under Management30MILLION
-
Total Number of Accounts187ACCOUNTS
-
Average Account Value$160,428
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IA, NE
Financial Advisors at Cws Wealth Partners
1
Brett Castinado (CRD# 6101622) is an Investment Advisor Representative working at Cws Wealth Partners in Omaha, NE and has over 11 years of experience in the finance industry.
2
Brock Castinado (CRD# 7429996) is an Investment Advisor Representative working at Cws Wealth Partners in Omaha, NE and has over 3 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.