Advisor at CW Advisors, LLC
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Firm
CW Advisors, LLC
Location
New Hope, PA 18938
Credentials
CFP®, Series 66
Industry experience
18 years
Christopher Lindenthal is a CFP® with 18 years of industry experience. He is currently with CW Advisors, LLC and previously worked at Chb Investment Group, LLC and Wells Fargo Advisors. Outside of his advisory role, he co-owns Curious Finds, a business organizing and selling antique goods. 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 with wealth management, portfolio management, retirement plan advisory, family office, and financial planning services. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and environmentally conscious strategies across various asset classes and offers sub-advisory and operational outsourcing solutions.
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.
31 North Main St
New Hope, PA 18938
Pennsylvania
CW Advisors, LLC
2025 - Present (1 year)
Chb Investment Group, Llc
2011 - 2025 (14 years)
Wells Fargo Advisors
2011 - 2021 (10 years)
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Accountant / CPA / tax prep
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Real estate agent
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Other specialized services
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