RIA Intel›Advisers›Kentucky›C WEALTH MANAGEMENT LLC

C WEALTH MANAGEMENT LLC

Advisory

LOUISVILLE, KY

Data as of May 30, 2026 · Source: SEC Form ADV

Rank in KY

#113

of 136 advisers by AUM

Average account

$673K

across 125 accounts

AUM per adviser

$28M

3 advisers

Source: SEC Form ADV. Figures as filed May 30, 2026.

Total AUM

$84M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$84M

Discretionary AUM$84M

Non-Discretionary AUM$85K

Discretionary %99.9%

Total Clients44

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKY, NC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

44 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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C. FARNSLEY, LLC

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R.D. SMOTHERS WEALTH MANAGEMENT, LLC

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$75M

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