C.S Wealth LLC
RIASEC Registered
Total AUM
$1.2M
Discretionary
$1.2M
100% of AUM
Avg account
$18.1K
Accounts
65
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 329021
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals82.24%
- HNWI17.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
C.S Wealth LLC is an independent, owner-run registered investment adviser organized as an LLC that serves individual and family clients. The firm charges either a percentage of assets under management or fixed fees and provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. It does not present itself as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Cash & Cash Equivalents3%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1Carson Simpson
CEOCRD 7838694
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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