Overview
Assets Under Management: $204 million
Headquarters: CARLSBAD, CA
High-Net-Worth Clients: 72
Average Client Assets: $2 million
Frequently Asked Questions
CARLSBAD WEALTH ADVISORY GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146587), CARLSBAD WEALTH ADVISORY GROUP, INC. is subject to fiduciary duty under federal law.
CARLSBAD WEALTH ADVISORY GROUP, INC. is headquartered in CARLSBAD, CA.
CARLSBAD WEALTH ADVISORY GROUP, INC. serves 72 high-net-worth clients according to their SEC filing dated February 08, 2025. View client details ↓
According to their SEC Form ADV, CARLSBAD WEALTH ADVISORY GROUP, INC. offers financial planning and portfolio management for individuals. View all service details ↓
CARLSBAD WEALTH ADVISORY GROUP, INC. manages $204 million in client assets according to their SEC filing dated February 08, 2025.
According to their SEC Form ADV, CARLSBAD WEALTH ADVISORY GROUP, INC. serves high-net-worth individuals. View client details ↓
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