# CBL WEALTH MANAGEMENT

CBL WEALTH MANAGEMENT of APPLE VALLEY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 289564
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289564/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289564/similar
- Related entities: https://search.stillhousedata.com/firm/289564/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289564

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.