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

9850 Nicholas Street, Suite 200, Omaha, NE 68114

By the Numbers

Total Assets Under Management

30

MILLION
Total Number of Accounts

187

ACCOUNTS
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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

IA, NE

Financial Advisors at Cws Wealth Partners

Showing 1 - 2 of 2 top financial advisors.

Brett R. Castinado

CRD#: 6101622

9850 Nicholas Street, Suite 200, Omaha, NE 68114

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.

Brock Castinado

CRD#: 7429996

9850 Nicholas Street, Suite 200, Omaha, NE 68114

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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