CWPIM

CWPIM of ALPHARETTA, GA is an SEC-registered investment adviser (CRD 288024). Regulatory assets under management: $15.4M.

Registration

• CRD: 288024
• Type: Registered investment adviser
• Location: 2475 NORTHWINDS PARKWAY, ALPHARETTA, GA, 30009
• Phone: 770-596-2692
• Latest filing: 2025-10-28
• Regulatory AUM: $15.4M
• Discretionary AUM: $13.8M
• Non-discretionary AUM: $1.6M
• Clients: 1
• Accounts: 92

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288024 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search