Dakota
Dakota
Book a Demo
Talk to an Expert

CLG Wealth Management

EST. AUM
$1,123,681,197

CONTACTS
6

CLIENT ACCOUNTS
2,771

Firm Details

Metro area Los Angeles
CRD Number 282605
Website clgwm.com
Client types

Overview

Cartwright Legacy Group (CLG) is an affiliated representative of Cetera and also possesses its own Registered Investment Advisor (RIA). CLG's mission is to collaborate with clients and advisors to help them discover their potential and become incredible performers in their careers and lives. Whether building their wealth or growing their advisory business, CLG combines vision and resources with value to help achieve their desired results. CLG has assembled teams clients can trust to offer thoughtful recommendations about their financial affairs as well as work together in pursuit of their business goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy