Cherie Putman
Women's Wellness and Wealth · Torrance, California
Cherie Putman is a fee-only financial advisor at Women's Wellness and Wealth in Torrance, California, who holds the CFP credential. Cherie focuses on small business owners, family wealth transfer and divorce financial planning. Women's Wellness and Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Mid-life transitions
- Divorced individuals
Facts
| Firm | Women's Wellness and Wealth |
|---|---|
| Based in | Torrance, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $15.9M across 38 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4487122 |
| Exams passed | Series 66 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.womenswellnessandwealth.com |
| Profile |
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Questions about Cherie
Is Cherie Putman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cherie holds no broker registration, and Women's Wellness and Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cherie charge for financial advice?
Cherie's firm, Women's Wellness and Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cherie Putman based?
Cherie Putman is based in Torrance, California.
What does Cherie specialize in?
Cherie's specialties include small business owners, family wealth transfer, divorce financial planning and retirement planning. Cherie works with founders, mid-life transitions and divorced individuals.
What credentials does Cherie Putman hold?
Cherie Putman holds the CFP credential.
Is Cherie Putman registered with the SEC?
Yes. Cherie Putman is registered as an investment adviser representative in CA and TX (CRD 4487122), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Women's Wellness and Wealth manage?
Women's Wellness and Wealth reports $15.9M across 38 accounts in assets under management.
How do I contact Cherie Putman?
Through Cherie's website, www.womenswellnessandwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Women's Wellness and Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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