CNB WEALTH MANAGEMENT

3 known aliases resolved via the canonical alias map

Market position · 2024

Plans served1-2 YoYRank #2879 of mapped providers

Assets under administration$10M0.0%Market share · rank #9009

Fees received$26,684Median $26,684/planSum across Schedule C direct + indirect

Net wins YoY+00 won · 0 lostPlan-level switch detection

See full CNB WEALTH MANAGEMENT analytics. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.