GLT WEALTH ADVISORS INC
CRD #109102 SEC #801-57259 CARLSBAD, CA 760-431-8440
SEC Registered
Total AUM
$97M
Discretionary
$0
Employees
5
Clients
10
Accounts
901
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 3, 2006
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURSON, ROBERT, THOMAS | I | OWNER | B | Control |
| CAMPERELL, KEVIN, JAMES | I | TREASURER | B | Control |
| CRITCHLOW, CHARLES, FLEMING | I | OWNER | B | |
| DEFRANCESCA, PETER, FRANCIS | I | OWNER | B | Control |
| HATCH, WILLIAM | I | SECRETARY, COMPLIANCE OFFICER | B | Control |
| LECHLEITER, JOHN, CHARLES | I | OWNER | B | |
| MITCHELL, RONALD, ALAN | I | OWNER | B | |
| TARKINGTON, ALAN, LYNN | I | OWNER | B | |
| ZIEKY, CHARLEEN, RACHEL | I | PRESIDENT | B | Control |
Registrations
Federal
IA
Mar 3, 2006 REGISTERED
Notice Filings (1)
CA
Address
5946 PRIESTLY DRIVE SUITE 200CARLSBAD, CA 92008
USA
Phone: 760-431-8440