Christopher John Bleuher

28 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth

Cw Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

81 advisors

Number of Clients

3,296 clients

Average Client Portfolio

$2.8M average

Assets Under Management

$9.3B

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

Location

6639 Bay Laurel Place, Suite B, Avila Beach, CA, 93424-0130

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2014

Settled

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Cw Advisors, LLC

October 2020 - Present · 5 yrs 4 mos

Previous Registrations

Congress Wealth Management LLC

March 2020 - December 2020 · 9 mos

Domus Capital Group, LLC

November 2012 - April 2020 · 7 yrs 5 mos

Wells Fargo Advisors, LLC

March 2009 - November 2012 · 3 yrs 8 mos

UBS Financial Services INC.

December 2002 - April 2009 · 6 yrs 4 mos

Merrill Lynch Pierce Fenner & Smith INC.

July 1997 - December 2002 · 5 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.