C
CBL Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$39,478,168
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
66
15% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
66
Average account size
$598,154
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Fee options
Flat fees for consulting generally range from $350 to $5,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.90% $10,000,001+: Negotiable
Hourly fees from $150 to $350 for financial advice/consultation
Minimum fee: Minimum fee of $500 for written financial plans, minimum retainer of 50% not exceeding $500 for financial planning Fee-only: Hourly fees range from $150 to $350; flat fees for consulting range from $350 to $5,000
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
CBL Wealth Management
18564 Us Highway 18 Suite 205, Unit B1
Apple Valley CA 92307, United States
Number of offices
1
Forms ADV
Quick links
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