COWLING BAY WEALTH MANAGEMENT, LLC

COWLING BAY WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 305685). Regulatory assets under management: $25.5M.

Registration

• CRD: 305685
• Type: Registered investment adviser
• Phone: (920) 383-1617
• Latest filing: 2026-01-06
• Regulatory AUM: $25.5M
• Discretionary AUM: $25.5M
• Clients: 1
• Accounts: 35

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305685 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search