Overview
Assets Under Management: $204 million
Headquarters: CARLSBAD, CA
High-Net-Worth Clients: 72
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.35
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 730
Discretionary Accounts: 730
Regulatory Filings
CRD Number: 146587
Last Filing Date: 2025-02-08 00:00:00
Website: https://carlsbadwealth.com