Joseph
Olheiser

Cl Wealth Management LLC

CRD#4543537
Investment Advisor
in Mountain View, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joseph Olheiser is a financial advisor based in Mountain View, California with a total of 4 years of industry experience. Olheiser is an employee of Cl Wealth Management LLC. Their career trajectory has included roles at Raymond James Financial Services, Inc, Raymond James Financial Services Advisor, Inc, Rental Property, Cabot Lodge Securities LLC, Equilife, LLC, Sb Advisory, LLC, Ifs Securities, Golden Hills Financial Group LLC, Cl Wealth Management LLC, Jp Morgan Securities, LLC and Morgan Stanley. Olheiser maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to work in California and Nevada. Cl Wealth Management LLC is a financial advisory business based out of New York, NY. The investment advisory business has offices in 45 locations and a total of 46 financial advisors. It controls $475 million in assets under management across its 1,999 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 1,999 client accounts, 17% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees usually depend on the type of financial services. However, fee types billed by Cl Wealth Management LLC can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

800 West El Camino Real Suite 180
Mountain View, CA 94040

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cl Wealth Management LLC Brokerage Details

Total Assets Under Management

$474,892,271

CA Average: $7,464,549,021
Total Number of Employees

46

CA Average: 88
Total Number of Accounts

1,999

CA Average: 3,892
Average Account Size

$237,565

CA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Joseph Olheiser Work History

Joseph has been registered as a financial advisor for 4 years.*

2022 - Present (2 years)

Golden Hills Financial Group LLC

2019 - Present (5 years)

Cabot Lodge Securities LLC

2019 - Present (5 years)

Cl Wealth Management LLC

2021 - 2022 (1 year)

Equilife, LLC

2019 - 2019 (< 1 year)

Raymond James Financial Services, Inc

2019 - 2019 (< 1 year)

Raymond James Financial Services Advisor, Inc

2019 - 2020 (1 year)

Sb Advisory, LLC

2019 - 2019 (< 1 year)

Ifs Securities

2016 - 2019 (3 years)

Morgan Stanley

2013 - 2016 (3 years)

Jp Morgan Securities, LLC

2004 - 2020 (16 years)

Rental Property

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joseph Olheiser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cl Wealth Management LLC

Lamindy Brandon-Joseph
New York, NY
Andre Williams
New York, NY
Thomas Davis
New York, NY
Craig Johnson
New York, NY
Steven Kronethal
New York, NY
Stuart Epley
New York, NY
Elana Feigenblatt
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started