CPS Wealth Management Review

Trust Score 87%
Trust Score info_outline

Last updated: May 21st, 2019. Data source: SEC filings.

CPS Wealth Management, federally registered in 2012, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 3 advisors. CPS Wealth Management manages $15.0 million and provides investment advisory services for 42 clients (1:14 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $356,609
Hybrid Advisor No
Disciplinary History No
Total AUM $15.0 million
Advisor / Client Ratio 1:14
Headquarters Rue DU Mont-blanc 7 Geneva, 1201 Switzerland
SEC Filings Forms and Brochures    (CRD # 159909)
State(s) Registered CA, NY, TX, WA

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