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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Capital zenithMeridian
- Established Date
- 06-28-2018
- Office Locations
- 1
Office Locations
About CLW Financial Planning LLC
CLW Financial Planning LLC is a solo RIA focused on women navigating major transitions (death, divorce, inheritance) and retirement planning. Work starts with a comprehensive financial plan (typically around $3k), with ongoing wealth management via a Wealth Advisory Agreement for clients with roughly $1M+ to manage. Custodies primarily at Charles Schwab; portfolios use mutual funds/ETFs plus U.S. government and investment-grade bonds.
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Owner & Executives
CAROLYN VIRGINIA LARSEN-WIEBER
Chief Compliance Officer, Managing Member, Partner
- CRD
- #5769109
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,301,783 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,301,783 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,301,783
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,350,881,786 | 17.9% |
| Equity - Exchange | $649,027,003 | 8.6% |
| U.S. Government/Agency | $1,615,020,683 | 21.4% |
| Other | $732,042,085 | 9.7% |
| Corporate - Investment Grade | $1,199,945,274 | 15.9% |
| Cash | $1,999,908,789 | 26.5% |
| Total | $7,546,825,620 | 100.0% |