# C.E.C. Wealth Management

> C.E.C. Wealth Management is a state-registered investment advisory firm, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 323751
- Filed as: C.E.C. WEALTH MANAGEMENT
- Legal name: C.E.C. Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Oklahoma
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323751
- AdvisorCensus page: https://advisorcensus.com/firm/c-e-c-wealth-management-323751

## Quick answers

**How is C.E.C. Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), C.E.C. Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Is C.E.C. Wealth Management registered with the SEC or a state?**
C.E.C. Wealth Management is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 323751.

**How much does C.E.C. Wealth Management manage?**
C.E.C. Wealth Management reports $60,905,299 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (97% discretionary).

**What types of clients does C.E.C. Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (65); high net worth individuals (30).

**Does C.E.C. Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323751

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $60,905,299
- Discretionary: $58,881,458
- Non-discretionary: $2,023,841

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 65 | $12,487,038 |
| High net worth individuals | 30 | $46,160,509 |
| Charitable organizations | Fewer than 5 | $2,032,786 |
| Corporations or other businesses not listed above | Fewer than 5 | $224,966 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cecwm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. C.E.C. Wealth Management (CRD 323751): Form ADV filing data as of October 2026.