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CW

Christine M. White

LIBRA WEALTH LLC
Denver, CO
Some features on this profile are disabled
CRD#: 6429853
CW

Professional summary


Christine M White, CFP®, CPWA®, who also goes by Christine M Mcnutt, Christine Mcnutt, is a registered financial advisor currently at LIBRA WEALTH LLC located in Denver, Colorado.

Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Christine has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Christine M Mcnutt | Christine Mcnutt

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christine M White's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2017

CPWA®

Start date: 2022-06-27

Expire date: 2024-05-31

Experience


Current

January 12, 2024 - Present

LIBRA WEALTH LLC

RIA
CRD#: 288098
Denver, CO
Past

May 11, 2021 - January 2, 2024

GILL CAPITAL PARTNERS, LLC

RIA
CRD#: 14559
DENVER, CO
Past

May 11, 2021 - January 2, 2024

GILL CAPITAL PARTNERS, LLC

BD
CRD#: 14559
DENVER, CO
Past

January 13, 2016 - November 18, 2021

TOWNSEND

RIA
CRD#: 113681
WESTMINSTER, CO
Past

January 13, 2016 - April 30, 2021

SECURITIES AMERICA, INC.

BD
CRD#: 10205
WESTMINSTER, CO
Past

March 2, 2015 - January 5, 2016

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
CONSHOHOCKEN, PA
Past

December 24, 2014 - January 5, 2016

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LIBRA WEALTH LLC
LIBRA WEALTH LLC
CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT | LIBRA WEALTH LLC

CRD#: 288098 / SEC#: 801-120883

RIA
Registered Investment Advisory firm - (4/21/2021 Approved)
California
Registered Investment Advisory firm - (6/4/2021 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(1/12/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/10/2015
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LIBRA WEALTH LLC
LIBRA WEALTH LLC
CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT | LIBRA WEALTH LLC

CRD#: 288098 / SEC#: 801-120883

RIA
Registered Investment Advisory firm - (4/21/2021 Approved)
California
Registered Investment Advisory firm - (6/4/2021 Terminated)
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Contact information


Main Address
16185 Los Gatos Blvd Suite 205, Los Gatos, CA 95032
Mailing Address
Phone number
(408) 721-1633
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (5 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LIBRA WEALTH DISCLOSURE BROCHURE AND SUPPLEMENT (8/20/2025)

Regulatory assets under management


Total Number of Accounts679
AUM (Assets Under Management)$ 473,688,568

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LIBRA WEALTH LLC

LIBRA WEALTH LLC

CRD#: 288098Denver, CO

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