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Member · CWP Private Wealth Management

David S. Lake

CRD 1638504 · Named on Form ADV at 2 SEC-registered advisers

At a glance

CWP Private Wealth Management, an SEC-registered wealth manager based in West Bend, WI with $276 million in regulatory assets, lists David S. Lake on its Form ADV as Member, a control person. The SEC filings also name David at 1 other registered adviser.

Firms and roles

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.