CWS WEALTH PARTNERS

CWS WEALTH PARTNERS of OMAHA, NE is an SEC-registered investment adviser (CRD 316112). Regulatory assets under management: $62.0M.

Registration

• CRD: 316112
• Type: Registered investment adviser
• Location: 12020 SHAMROCK PLAZA, OMAHA, NE, 68154
• Phone: 402-999-2116
• Latest filing: 2026-01-26
• Regulatory AUM: $62.0M
• Discretionary AUM: $56.0M
• Non-discretionary AUM: $6.0M
• Clients: 2
• Accounts: 221

Business model

Compensation: % of AUM, Fixed.

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 316112 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search