C
$1.2M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-24-2024
- Office Locations
- 1
Office Locations
-- Carey ID
About C.s Wealth LLC
C.S. Wealth is a registered investment advisory firm in Lehi, Utah led by Carson Simpson. The firm focuses on retirement planning and investment management for individuals and families, connecting portfolio strategy with Social Security timing, RMDs, Roth conversions, and sustainable income planning. Custody includes Altruist.
Team overview
-- AVG AGE
$1.2M AVG AUM / ADVISOR
$33.5K AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
Carson Wilde Simpson
Chief Compliance Officer, Chief Executive Officer, Project Manager
- CRD
- #7838694
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,174,234 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,174,234 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing