Advisor at CW Advisors, LLC
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Firm
CW Advisors, LLC
Location
Lehi, UT 84043
Credentials
CFA®, Series 65
Industry experience
15 years
Christopher Heyman is a CFA® charterholder with 15 years of industry experience. He is currently with CW Advisors, LLC and previously worked at Rovin Capital and Accuvest Global Advisors. Heyman serves as a manager for Six Peak Capital Management, LLC, overseeing special purpose vehicle entities, and participates on the Rovin Capital Investment Committee. CW Advisors serves individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, pension and profit-sharing plans, private funds, and other registered investment advisers. The firm employs a core-and-satellite investment approach incorporating active, passive, quantitative, and environmentally conscious strategies across various asset classes, and provides wealth management, retirement plan advisory, family office, and sub-advisory services.
Based on CW Advisors, LLC
Based on CW Advisors, LLC
Financial planning fees up to $25,000 for project-based engagements.
Account minimum: $1,000,000 Minimum fee: Fixed annual rate up to $250,000 for family office services, payable quarterly.
2801 N Thanksgiving Way, 190
Lehi, UT 84043
Utah
CW Advisors, LLC
2026 - Present (1 year)
Rovin Capital
2022 - 2026 (4 years)
Accuvest Global Advisors
2008 - 2022 (14 years)
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