CBL WEALTH MANAGEMENT

CBL WEALTH MANAGEMENT of APPLE VALLEY, CA is an SEC-registered investment adviser (CRD 289564). Regulatory assets under management: $39.5M.

Registration

• CRD: 289564
• Type: Registered investment adviser
• Location: 18564 US HIGHWAY 18 SUITE 205, APPLE VALLEY, CA, 92307
• Phone: 760-214-9146
• Latest filing: 2026-05-13
• Regulatory AUM: $39.5M
• Discretionary AUM: $31.0M
• Non-discretionary AUM: $8.4M
• Clients: 1
• Accounts: 137

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289564 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search