C.S WEALTH LLC

C.S WEALTH LLC is an SEC-registered investment adviser (CRD 329021). Regulatory assets under management: $1.2M.

Registration

• CRD: 329021
• Type: Registered investment adviser
• Phone: (208) 721-3798
• Latest filing: 2026-06-24
• Regulatory AUM: $1.2M
• Discretionary AUM: $1.2M
• Clients: 1
• Accounts: 65

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329021 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search