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CBL WEALTH MANAGEMENT
LINDSAY, CHRISTOPHER BLAIR
CRD 289564
18564 US HIGHWAY 18 SUITE 205, UNIT B1, APPLE VALLEY, CA, 92307, United States
Phone
760-214-9146
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$39.5M
Discretionary AUM
$31.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 56 | $9.9M |
| High net worth individuals | 10 | $21.1M |
| Pension/profit sharing plans | 2 | $8.4M |
All web addresses on file
Official SEC filing: View on IAPD