William Anthony Brooks
Investment adviser representative at Cl Wealth Management LLC
23 yearsExperience
4 statesRegistered in
$733.6MFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Cl Wealth Management LLCJul 2017 to now
- Cabot Lodge Securities LLCMay 2017 to now
- CuprosperOct 2003 to now
- Wilbanks Securities AdvisoryNov 2006 to Jun 2017
- Wilbanks Securities, IncNov 2006 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 4 states (AZ, DE, MD, PA).
Cl Wealth Management LLC
$733.6MAssets managed
2,168Clients
42Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4856808
- Firm CRD
- 134922