WEALTH RESOURCES GROUP
CRD #110131 SEC #801-112876 WESTLAKE VILLAGE, CA 818-889-6700
SEC Registered
Total AUM
$126.2M
Discretionary
$101.4M
Employees
3
Clients
51
Accounts
480
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2019
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FRANKLE, MIMI | I | TRUSTEE | NA | |
| FRANKLE, MIMI | I | TRUSTEE | NA | |
| FRANKLE, MIMI | I | TRUSTEE | NA | |
| FRANKLE, MIMI | I | TRUSTEE | NA | |
| FRANKLE, MIMI | I | TRUSTEE | NA | |
| FRANKLE, MIMI | I | TRUSTEE | NA | |
| FRANKLE, MIMI | I | TRUSTEE | NA | |
| FRANKLE, MIMI | I | TRUSTEE | NA | |
| FRANKLE, MIMI | I | TRUSTEE | NA | |
| FRANKLE, MIMI | I | TRUSTEE | NA | |
| FRANKLE, MIMI | I | TRUSTEE | NA | |
| FRANKLE, MIMI | I | TRUSTEE | NA | |
| FRANKLE, MIMI | I | TRUSTEE | NA | |
| FRANKLE, MIMI | I | TRUSTEE | NA | |
| FRANKLE, MIMI | I | TRUSTEE | NA | |
| FRANKLE, MIMI | I | TRUSTEE | NA | |
| FRANKLE, MIMI, (NMN) | I | CHIEF FINANCIAL OFFICER/TREASURER | NA | |
| FRANKLE, MIMI, (NMN) | I | CHIEF FINANCIAL OFFICER/TREASURER | NA | |
| FRANKLE, MIMI, (NMN) | I | CHIEF FINANCIAL OFFICER/TREASURER | NA | |
| FRANKLE, MIMI, (NMN) | I | CHIEF FINANCIAL OFFICER/TREASURER | NA | |
| FRANKLE, MIMI, (NMN) | I | CHIEF FINANCIAL OFFICER/TREASURER | NA | |
| FRANKLE, MIMI, (NMN) | I | SECRETARY | NA | |
| FRANKLE, MIMI, (NMN) | I | SECRETARY | NA | |
| FRANKLE, MIMI, (NMN) | I | SECRETARY | NA | |
| FRANKLE, MIMI, (NMN) | I | SECRETARY | NA | |
| FRANKLE, MIMI, (NMN) | I | SECRETARY, CHIEF FINANCIAL OFFICER, TREASURER | NA | |
| FRANKLE, MIMI, (NMN) | I | SECRETARY, CHIEF FINANCIAL OFFICER, TREASURER | NA | |
| FRANKLE, MIMI, (NMN) | I | SECRETARY, CHIEF FINANCIAL OFFICER, TREASURER | NA | |
| FRANKLE, MIMI, (NMN) | I | SECRETARY, CHIEF FINANCIAL OFFICER, TREASURER | NA | |
| FRANKLE, MIMI, (NMN) | I | SECRETARY, CHIEF FINANCIAL OFFICER, TREASURER | NA | |
| FRANKLE, MIMI, (NMN) | I | SECRETARY, CHIEF FINANCIAL OFFICER, TREASURER | NA | |
| FRANKLE, MIMI, (NMN) | I | SECRETARY, CHIEF FINANCIAL OFFICER, TREASURER | NA | |
| FRANKLE, NEAL, (NMN) | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANKLE, NEAL, (NMN) | I | TRUSTEE | NA | Control |
| FRANKLE, NEAL, (NMN) | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANKLE, NEAL, (NMN) | I | TRUSTEE | NA | Control |
| FRANKLE, NEAL, (NMN) | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANKLE, NEAL, (NMN) | I | TRUSTEE | NA | Control |
| FRANKLE, NEAL, (NMN) | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANKLE, NEAL, (NMN) | I | TRUSTEE | NA | Control |
| FRANKLE, NEAL, (NMN) | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANKLE, NEAL, (NMN) | I | TRUSTEE | NA | Control |
| FRANKLE, NEAL, (NMN) | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANKLE, NEAL, (NMN) | I | TRUSTEE | NA | Control |
| FRANKLE, NEAL, (NMN) | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANKLE, NEAL, (NMN) | I | TRUSTEE | NA | Control |
| FRANKLE, NEAL, (NMN) | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANKLE, NEAL, (NMN) | I | TRUSTEE | NA | Control |
| FRANKLE, NEAL, (NMN) | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANKLE, NEAL, (NMN) | I | TRUSTEE | NA | Control |
| FRANKLE, NEAL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANKLE, NEAL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANKLE, NEAL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANKLE, NEAL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANKLE, NEAL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANKLE, NEAL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANKLE, NEAL, (NMN) | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| FRANKLE, NEAL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FRANKLE, NEAL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/TRUSTEE | E | Control |
| FRANKLE, NEAL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/TRUSTEE | E | Control |
| FRANKLE, NEAL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| FRANKLE, NEAL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/TRUSTEE | E | Control |
| FRANKLE, NEAL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/TRUSTEE | E | Control |
| FRANKLE, NEAL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/TRUSTEE | E | Control |
| FRANKLE, NEAL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/TRUSTEE | E | Control |
| FRANKLE, NEAL | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/TRUSTEE | E | Control |
| FRANKLE, NEAL | I | PRESIDENT | E | Control |
| FRANKLE, NEAL | I | PRESIDENT | E | Control |
| FRANKLE, NEAL | I | PRESIDENT | E | Control |
| NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | DE | SHAREHOLDER | E | |
| NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | DE | SHAREHOLDER | E | |
| NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | DE | SHAREHOLDER | E | |
| NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | DE | SHAREHOLDER | E | |
| NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | DE | SHAREHOLDER | E | |
| NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | DE | SHAREHOLDER | E | |
| NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | DE | SHAREHOLDER | E | |
| NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | DE | SHAREHOLDER | E | |
| NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | DE | SHAREHOLDER | E | |
| NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | DE | SHAREHOLDER | E | |
| NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | DE | SHAREHOLDER | E | |
| NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | DE | SHAREHOLDER | E | |
| NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | DE | SHAREHOLDER | E | |
| NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | DE | SHAREHOLDER | E | |
| NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | DE | SHAREHOLDER | E | |
| NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | DE | SHAREHOLDER | E | |
| NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | DE | SHAREHOLDER | E | |
| NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | DE | SHAREHOLDER | E | |
| NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | DE | SHAREHOLDER | E | |
| NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | DE | SHAREHOLDER | E | |
| NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | DE | SHAREHOLDER | E | |
| NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | DE | SHAREHOLDER | E | |
| NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | DE | SHAREHOLDER | E |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FRANKLE, MIMI, (NMN) | I | NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | F | Control |
| FRANKLE, MIMI, (NMN) | I | NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | F | Control |
| FRANKLE, MIMI, (NMN) | I | NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | F | Control |
| FRANKLE, MIMI, (NMN) | I | NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | F | Control |
| FRANKLE, MIMI, (NMN) | I | NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | F | Control |
| FRANKLE, MIMI, (NMN) | I | NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | F | Control |
| FRANKLE, MIMI, (NMN) | I | NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | F | Control |
| FRANKLE, MIMI, (NMN) | I | NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | F | Control |
| FRANKLE, NEAL, (NMN) | I | NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | F | Control |
| FRANKLE, NEAL, (NMN) | I | NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | F | Control |
| FRANKLE, NEAL, (NMN) | I | NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | F | Control |
| FRANKLE, NEAL, (NMN) | I | NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | F | Control |
| FRANKLE, NEAL, (NMN) | I | NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | F | Control |
| FRANKLE, NEAL, (NMN) | I | NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | F | Control |
| FRANKLE, NEAL, (NMN) | I | NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | F | Control |
| FRANKLE, NEAL, (NMN) | I | NEAL FRANKLE AND MIMI FRANKLE FAMILY TRUST | F | Control |
Registrations
Federal
IA
Mar 19, 2019 REGISTERED
Notice Filings (3)
CA FL TX
Address
2945 TOWNSGATE ROADSUITE 200
WESTLAKE VILLAGE, CA 91361
United States
Phone: 818-889-6700