CW
CW

Charles Paul Walsh

26 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
717 clients
Average Client Portfolio
$989K average
Assets Under Management
$709.1M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111

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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 Activities

Charles works at Target Corp stocking food shelves, dedicating about 10% of his time. This activity occurs outside of business hours.

Employment History
Current Registrations
Adams Wealth Advisors
November 2025 - Present · 3 mos
Previous Registrations
Thrivent Investment Management INC.
August 2025 - September 2025 · 1 mo
Thrivent Investment Management INC.Broker
August 2025 - September 2025 · 1 mo
Empower Advisory Group, LLC
December 2018 - July 2025 · 6 yrs 7 mos
Empower Financial Services, INC.Broker
December 2018 - July 2025 · 6 yrs 7 mos
Advice and Planning Services
February 2007 - October 2017 · 10 yrs 8 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
June 2004 - October 2017 · 13 yrs 4 mos
Computershare Securities CorporationBroker
November 2001 - December 2002 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1996 - November 2001 · 4 yrs 11 mos
State Registrations2 states
COUT
Advisor
Exams
No exam information available for this advisor.
Charles Paul Walsh - Financial Advisor | TrueAdvisor