CL WEALTH MANAGEMENT, LLC

NEW YORK, New York·1 registered advisor·CRD# 164963
SEC# 801-77410212-388-6200
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CL WEALTH MANAGEMENT, LLC

1 registered advisor
Eli Verschleiser
NEW YORK, New York
05

Office Locations

NEW YORK, New York
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. CL WEALTH MANAGEMENT, LLC (CRD# 164963) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.