Christopher John Bleuher

Employer firm

Cw Advisors, LLC CRD 310873

$15.2B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2012 → 04/2020
  Domus Capital Group, Llc
  San Luis Obispo, CA
• 02/2020 → 09/2020
  Congress Wealth Management Llc
  Avila Beach, CA
• 09/2020 → Present
  Congress Wealth Management, Llc
  Avila Beach, CA

Previous Registrations

• 2020-03-04 → 2020-12-02
  Congress Wealth Management Llc
  Avila Beach, CA
  Boston, MA
• 2012-11-09 → 2020-04-07
  Domus Capital Group, Llc
  Avila Beach, CA
• 2009-03-23 → 2012-11-15
  Wells Fargo Clearing Services, Llc
  San Luis Obispo, CA
• 2002-12-13 → 2009-04-15
  Ubs Financial Services Inc.
  San Luis Obispo, CA
• 1997-07-08 → 2002-12-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Luis Obispo, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-07-31
• S65 Uniform Investment Adviser Law Examination
  1997-07-31

Other Names

• Christopher John Bleuher
• Chris Bleuher