Clutinger Williams & Verhoye

Clutinger Williams & Verhoye was established in 1970 as a US wealth manager and registered investment advisor. It supplies portfolio management, financial...

Clutinger Williams & Verhoye

Clutinger Williams & Verhoye was established in 1970 as a US wealth manager and registered investment advisor. It supplies portfolio management, financial planning, and pension consulting services. The firm allocates across public equities, fixed income, and cash equivalents for its client base. It executes through separately managed accounts and does not disclose participation in private equity or venture funds. Geographic activity centers on US clients with no named international offices. No headcount or additional offices appear in available records. The firm lists no philanthropic arms or club memberships. Its structure remains a standalone RIA without succession announcements or hybrid GP/LP vehicles in the last 24 months.

Website

cwvinvestmentadvisors.com

linkedin.com/company/clutinger-williams-&-verhoye-inc

General information

Firm type

Wealth Manager

Year founded

1970

AUM

Undisclosed

Location

Region

North America

Country

United States

City

San Diego

Corporate office

San Diego, United States

Sector focus

Investment Advisory

Who runs investment decisions at Clutinger Williams & Verhoye?

No named principals or CIO appear in public records.

Does Clutinger Williams & Verhoye participate in fund commitments or only direct deals?

The firm provides advisory services through managed accounts; no fund commitments are disclosed.

What investment stages does Clutinger Williams & Verhoye typically target?

Public market allocations for existing clients; no venture or growth-stage activity is recorded.

Where does the underlying wealth come from?

Client assets from individuals, pension plans, trusts, and corporations; no single-family origin is stated.

How is Clutinger Williams & Verhoye related to any parent or spinout?

No parent company or affiliated vehicles are identified in available sources.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.