C.S Wealth LLC

Overview

C.S Wealth LLC is an independent, owner-operated advisory firm organized as an LLC that serves individual and family clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm charges clients on a percentage-of-AUM basis and through fixed fees and works with third-party managers for nontraditional strategies rather than acting as a primary capital allocator. Regulatory filings show the firm is registered to operate in Idaho and Utah. C.S Wealth LLC reports an equity-oriented investment preference and does not identify as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices