# C.S Wealth LLC

> C.S Wealth LLC is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 24, 2026.

- CRD: 329021
- Filed as: C.S WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329021
- AdvisorCensus page: https://advisorcensus.com/firm/c-s-wealth-llc-329021

## Quick answers

**How is C.S Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), C.S Wealth LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is C.S Wealth LLC registered with the SEC or a state?**
C.S Wealth LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329021.

**How much does C.S Wealth LLC manage?**
C.S Wealth LLC reports $1,174,234 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (100% discretionary).

**What types of clients does C.S Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33); high net worth individuals (2).

**Does C.S Wealth LLC 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/329021

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,174,234
- Discretionary: $1,174,234
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $965,700 |
| High net worth individuals | 2 | $208,534 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cswealth.llc
- Facebook @cswealth.llc
- Instagram @cswealth.llc
- LinkedIn @c-s-wealth-llc
- Threads @cswealth.llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. C.S Wealth LLC (CRD 329021): Form ADV filing data as of October 2026.