Christopher Heyman is a CFA-designated registered investment advisor at Cw Advisors, LLC, based in Lehi, UT, with 16 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 6,542 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees generally range up to 1.50% annualized based on total assets managed. Fees are negotiable depending on account size, complexity, and specific strategies.
Fee Estimator
Location
2801 N Thanksgiving Way, 190, Lehi, UT, 84043
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Christopher is a member of Six Peak Capital Management, LLC, managing a debt investment. He sits on the investment committee, dedicating minimal time to this role.
Employment History
Current Registrations
Cw Advisors, LLC
Previous Registrations
Rovin Capital
Accuvest Global Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Kimball Pierce, ChFCCw Advisors, LLC
- Michael Staffieri, ChFCCw Advisors, LLC
- Nicholas Trotter, CFPSolidarity Wealth, LLC
- Michael Pelo, CFP, ChFCMML Investors Services, LLC
- Samantha Stoner, CFATownsquare Capital, LLC
- Joshua Coombs, CFADrive Wealth Advisers