WEALTH MANAGEMENT, L.L.C.
CRD #113674 SEC #801-60410 NEWPORT BEACH, CA (949) 219-6561
SEC Registered
Total AUM
$38.8M
Discretionary
$38.8M
Employees
5
Clients
0
Accounts
83
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 2, 2002
- 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 |
|---|---|---|---|---|
| GIUNTA, DAVID, MICHAEL | I | PRESIDENT | D | Control |
| GIUNTA, DAVID, MICHAEL | I | PRESIDENT | D | Control |
| GUINTA, DAVID, MICHAEL | I | PRESIDENT | D | Control |
| MOEHLMAN, MARK, LOUIS | I | CHAIRMAN | D | Control |
| MOEHLMAN, MARK, LOUIS | I | CHAIRMAN | D | Control |
| MOEHLMAN, MARK, LOUIS | I | CHAIRMAN | D | Control |
Registrations
Federal
IA
Apr 2, 2002 REGISTERED
Notice Filings (1)
CA
Address
800 NEWPORT CENTER DRIVESUITE 150
NEWPORT BEACH, CA 92660
USA
Phone: (949) 219-6561