|
⚲
|
| Carlsbad Wealth Advisory Group Inc
✚
| |
|---|---|
| CRD # | 146587 |
| SEC # | 801-107521 |
| CIK # | 0001987600 |
| AUM | $180.1 MM (2024-03-28) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 760-607-0812 |
| Address | 5927 Balfour Ct, Suite 207 Carlsbad, CA 92008 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 181 | 42.6 |
| (b) Individuals (high net worth individuals) | 68 | 137.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 737 | 180.1 |
| By Discretionary | ||
| Discretionary | 737 | 180.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 737 | 180.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.1 | |
| Total | 737 | 180.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001987600] |
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|---|---|---|
|
Wheelhouse Advisory Group LLC
✚
|
MO | 0.2 |
|
Arrow Wealth Advisory LLC
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VA | 0.2 |
|
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Carbahal Olsen Financial Services Group LLC
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TX | 0.2 |
|
Alliant Securities Inc
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|
Valpey Financial Services LLC
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NH | 0.2 |
|
Callahan Capital Management Inc
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|
CO | 0.2 |
|
AHL Investment Management Inc
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|
FL | 0.2 |
|
Ouellette Wealth Advisory LLC
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|
MA | 0.2 |