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⚲
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| Carlsbad Wealth Advisory Group Inc
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|
|
|---|---|
| CRD # | 146587 |
| SEC # | 801-107521 |
| CIK # | 0001987600 |
| AUM | $204.4 M (2025-02-08) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 760-607-0812 |
| Address | 5927 Balfour Ct, Suite 207 Carlsbad, CA 92008 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Home Depot Inc | 4.7 | ||
| Apple Inc | 2.9 | ||
| Lockheed Martin Corp | 1.3 | ||
| Costco Wholesale Corp /NEW | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 177 | 44.3 |
| (b) Individuals (high net worth individuals) | 72 | 160.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 730 | 204.4 |
| By Discretionary | ||
| Discretionary | 730 | 204.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 730 | 204.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 204.4 | |
| Total | 730 | 204.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001987600] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Investment Management & Planning LLC
✚
|
DE | 0.2 |
|
Anchor Wealth Management Group LLC
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|
FL | 0.2 |
|
Floyd Benjamin Joseph
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|
TX | 0.2 |
|
The Clifford Group LLC
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|
MA | 0.2 |
|
Dogwood Wealth Management LLC
✚
|
KS | 0.2 |
|
Gregory Lyle & Co
✚
|
0.2 | |
|
NDVR Inc
✚
|
MA | 0.2 |
|
Adolos Asset Management
✚
|
0.2 | |
|
Campion Asset Management LLC
✚
|
VA | 0.2 |
|
Lyle Allan Glen
✚
|
CA | 0.2 |