CBL WEALTH MANAGEMENT

RIASEC Registered

Total AUM

$39.5M

Discretionary

$31M

79% of AUM

Avg account

$288K

Accounts

137

Employees

Advisory reps

Firm details

Headquarters: APPLE VALLEY, California
CRD number: 289564
Website: www.cblwealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI53.46%
Individuals25.16%
Pension & Profit Sharing Plans21.38%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

CBL Wealth Management operates as a sole proprietorship and is registered as an independent RIA. The firm serves individual and family clients as well as some institutional relationships. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars or workshops. CBL also conducts insurance brokerage activity alongside its advisory practice. Fees are charged in multiple formats: a percentage of assets under management, hourly fees and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not flagged as a multi-state advisory network or a capital allocator.