C L Wealth Managemant LLC is a multi-state adviser based in Richmond. It manages $61.36 million of regulatory assets for 523 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of California, Colorado, Connecticut, and 21 other states.
C L Wealth Managemant provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of C L Wealth Managemant LLC is $61.36 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay C L Wealth Managemant LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Craig Michael Gould has been acting as President since 1 Sep 2013. Albert Akerman joined the executive team most recently as the Chief Compliance Officer.
The principal office where C L Wealth Managemant LLC performs its advisory services is located at 1100 Boulders Parkway, Richmond, VA 23225, which is also the mailing address of the firm. An additional office of the firm is in Madison, WI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 804-521-7615 or by fax 804-560-4466. The normal business hours are 9:00-5:00 et on Monday - Friday. You can find more information about the New York firm at www..clsecurities.com.