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| Carlsbad Wealth Advisory Group Inc
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|---|---|
| CRD # | 146587 |
| SEC # | 801-107521 |
| CIK # | 0001987600 |
| AUM | 237.6 M (2026-03-18) |
| 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) | 168 | 44.7 |
| (b) Individuals (high net worth individuals) | 80 | 192.9 |
| (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 | 710 | 237.6 |
| By Discretionary | ||
| Discretionary | 710 | 237.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 710 | 237.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 237.6 | |
| Total | 710 | 237.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001987600] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Retail |
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