CW
CW

Christopher Warren Wilbratte

27 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
6,662 clients
Average Client Portfolio
$288K average
Assets Under Management
$1.9B

Fee Structure

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Location

7004 Bee Cave Rd, Bldg 3 Suite 210, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Christopher is involved in several business activities, including being an RIA/IAR with Fiduciary Alliance LLC (full-time), providing CDFA services through Texas CDFA, LLC, and working as a partner at Echelon Financial (about a quarter of his time) offering wealth management and insurance. He is also a partner at Quantum Pension Services, Inc., an insurance agency (about a quarter of his time).

Employment History
Current Registrations
The Fiduciary Alliance
February 2021 - Present · 5 yrs
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
February 2021 - February 2025 · 4 yrs
Gwn Securities INC.
January 2005 - February 2021 · 16 yrs 1 mo
Gwn Securities INC.Broker
January 2005 - February 2021 · 16 yrs 1 mo
Pmg Asset Management INC
January 2001 - January 2005 · 4 yrs
Pmg Securities CorporationBroker
July 2000 - January 2005 · 4 yrs 6 mos
Institutional Securities CorporationBroker
July 1999 - July 2000 · 1 yr
Legend Equities CorporationBroker
December 1997 - July 1999 · 1 yr 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.