$39.5M Total AUM
$31.0M Disc. AUM
-- 3Y CAGR
1 Employees
68 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- InsightPioneer
- Established Date
- 10-09-2017
- Office Locations
- 1
Office Locations
18564 US Highway 18 Suite 205 Unit B1 Apple Valley CA
About CBL Wealth Management
CBL Wealth Management is a fee-only RIA led by owner Chris Lindsay. The firm delivers comprehensive wealth management and financial planning, plus actively managed portfolio construction with ongoing monitoring and scheduled reviews. Its investment approach emphasizes tactical asset allocation with a long-term value focus. Serving individuals including entrepreneurs, it operates under a fiduciary, no-commission model; portfolios can be custodied at Schwab.
Team overview
49 AVG AGE
$39.5M AVG AUM / ADVISOR
$580.6K AVG AUM / CLIENT
8.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Eagle Crest matrix
Client Personas
Wave zenith
Custodian
Pioneer Catalyst eagle
Investment Themes
Meridian legacy Focus north Peak beacon Optima timber
Investment Vehicles
Meridian peak Unison
Services
Timber radial Signal eagle Oak element Meridian unison Summit Horizon Bridge Frontier matrix Prime Unison
Technology
Crest timber Legacy fusion
Owner & Executives
CHRISTOPHER BLAIR LINDSAY
Broker
- CRD
- #5014987
- Ownership
- 75% or more
(710) 735-3338
eagle.peak@optimacapital.com
in linkedin.com/in/fusion-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,039,515 | -- |
| Non-Discretionary | $8,438,653 | -- |
| Total | $39,478,168 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,478,168
Public Funds:
21.7% Cash:
36.0% Equity - Exchange:
34.7% U.S. Government/Agency:
7.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,061,769,997 | 21.7% |
| Cash | $1,761,461,747 | 36.0% |
| Equity - Exchange | $1,697,853,406 | 34.7% |
| U.S. Government/Agency | $371,864,147 | 7.6% |
| Total | $4,892,949,297 | 100.0% |