WEALTH MANAGEMENT GROUP, LLP
CRD #119660 SEC #801-64475 IRVINE, CA 949-752-7997
SEC Registered
Total AUM
$80.4M
Discretionary
$70.9M
Employees
1
Clients
0
Accounts
256
Firm Details
- Organization Type
- Limited Liability Partnership
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 7, 2012
- 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 |
|---|---|---|---|---|
| ADCOCK, MICHAEL, RAY | I | MANAGEMENT COMMITTEE | NA | Control |
| ADCOCK, MICHAEL, RAY | I | MANAGEMENT COMMITTEE | NA | Control |
| ADCOCK, MICHAEL, RAY | I | MANAGEMENT COMMITTEE | NA | Control |
| ADCOCK, MICHAEL, RAY | I | MANAGEMENT COMMITTEE | NA | Control |
| ADCOCK, MICHAEL, RAY | I | MANAGEMENT COMMITTEE | NA | Control |
| ADCOCK, MICHAEL, RAY | I | MANAGEMENT COMMITTEE | NA | Control |
| ADCOCK, MICHAEL, RAY | I | MANAGEMENT COMMITTEE | NA | Control |
| ADCOCK, MICHAEL, RAY | I | MANAGEMENT COMMITTEE | NA | Control |
| MCADAM, DOUG | I | MANAGEMENT COMMITTEE | NA | Control |
| MCADAM, DOUG | I | MANAGEMENT COMMITTEE | NA | Control |
| MCADAM, DOUG | I | MANAGEMENT COMMITTEE | NA | Control |
| MCADAM, DOUG | I | MANAGEMENT COMMITTEE | NA | Control |
| MCADAM, DOUG | I | MANAGEMENT COMMITTEE | NA | Control |
| MCADAM, DOUG | I | MANAGEMENT COMMITTEE | NA | Control |
| MCADAM, DOUG | I | MANAGEMENT COMMITTEE | NA | Control |
| MCADAM, DOUG | I | MANAGEMENT COMMITTEE | NA | Control |
| SOREN MCADAM PARTNERS LLP | DE | PARTNER | E | Control |
| SOREN MCADAM PARTNERS LLP | DE | PARTNER | E | Control |
| SOREN MCADAM PARTNERS LLP | DE | PARTNER | D | Control |
| SOREN MCADAM PARTNERS LLP | DE | PARTNER | D | Control |
| SOREN MCADAM PARTNERS LLP | DE | PARTNER | D | Control |
| SOREN MCADAM PARTNERS LLP | DE | PARTNER | D | Control |
| SOREN MCADAM PARTNERS LLP | DE | PARTNER | D | Control |
| SOREN MCADAM PARTNERS LLP | DE | PARTNER | D | Control |
| SOREN MCADAM PARTNERS LLP | DE | PARTNER | D | Control |
| SOREN MCADAM PARTNERS LLP | DE | PARTNER | D | Control |
| SOREN MCADAM PARTNERS LLP | DE | PARTNER | D | Control |
| SOREN MCADAM PARTNERS LLP | DE | PARTNER | D | Control |
| GEORGE, DAVID, LOWELL | I | MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER | C | Control |
| GEORGE, DAVID, LOWELL | I | MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER | C | Control |
| GEORGE, DAVID, LOWELL | I | MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER | B | Control |
| GEORGE, DAVID, LOWELL | I | MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER | B | Control |
| GEORGE, DAVID, LOWELL | I | MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER | B | Control |
| GEORGE, DAVID, LOWELL | I | MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER | B | Control |
| GEORGE, DAVID, LOWELL | I | PARTNER, MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER | B | Control |
| GEORGE, DAVID, LOWELL | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| GEORGE, DAVID, LOWELL | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| GEORGE, DAVID, LOWELL | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| GEORGE, DAVID, LOWELL | I | PARTNER, CHIEF COMPLIANCE OFFICER | B | Control |
| GEORGE, DAVID, LOWELL | I | PARTNER, MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER | B | Control |
| HO, PHILIP | I | PARTNER | A | |
| HO, PHILIP | I | PARTNER | A | |
| HO, PHILIP | I | PARTNER | A | |
| HO, PHILIP | I | PARTNER | A | |
| HO, PHILIP | I | PARTNER | A | |
| HO, PHILIP | I | PARTNER | A | |
| HO, PHILIP | I | PARTNER | A | |
| HO, PHILIP | I | PARTNER | A | |
| HO, PHILIP | I | PARTNER | A | |
| HO, PHILIP | I | PARTNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ADCOCK, MICHAEL, RAY | I | SOREN MCADAM PARTNERS LLP | F | |
| ADCOCK, MICHAEL, RAY | I | SOREN MCADAM PARTNERS LLP | F | |
| ADCOCK, MICHAEL, RAY | I | SOREN MCADAM PARTNERS LLP | F | |
| AHERN, THOMAS, EARL | I | SOREN MCADAM PARTNERS LLP | F | |
| AHERN, THOMAS, EARL | I | SOREN MCADAM PARTNERS LLP | F | |
| AHERN, THOMAS, EARL | I | SOREN MCADAM PARTNERS LLP | F | |
| CHRISTENSON, GARY, LYNN | I | SOREN MCADAM PARTNERS LLP | F | |
| CHRISTENSON, GARY, LYNN | I | SOREN MCADAM PARTNERS LLP | F | |
| CHRISTENSON, GARY, LYNN | I | SOREN MCADAM PARTNERS LLP | F | |
| DEVLIN, LINDA, SUE | I | SOREN MCADAM PARTNERS LLP | F | |
| DEVLIN, LINDA, SUE | I | SOREN MCADAM PARTNERS LLP | F | |
| DEVLIN, LINDA, SUE | I | SOREN MCADAM PARTNERS LLP | F | |
| LAU, WING, KUN | I | SOREN MCADAM PARTNERS LLP | F | |
| LAU, WING, KUN | I | SOREN MCADAM PARTNERS LLP | F | |
| LAU, WING, KUN | I | SOREN MCADAM PARTNERS LLP | F | |
| MCADAM, DOUG | I | SOREN MCADAM PARTNERS LLP | F | |
| MCADAM, DOUG | I | SOREN MCADAM PARTNERS LLP | F | |
| MCADAM, DOUG | I | SOREN MCADAM PARTNERS LLP | F | |
| SOREN, JAMES, LEE | I | SOREN MCADAM PARTNERS LLP | F | |
| SOREN, JAMES, LEE | I | SOREN MCADAM PARTNERS LLP | F | |
| SOREN, JAMES, LEE | I | SOREN MCADAM PARTNERS LLP | F | |
| STITT, KIRK, GREGORY | I | SOREN MCADAM PARTNERS LLP | F | |
| STITT, KIRK, GREGORY | I | SOREN MCADAM PARTNERS LLP | F | |
| STITT, KIRK, GREGORY | I | SOREN MCADAM PARTNERS LLP | F | |
| TUTTLE, DAVID, PAUL | I | SOREN MCADAM PARTNERS LLP | F | |
| TUTTLE, DAVID, PAUL | I | SOREN MCADAM PARTNERS LLP | F | |
| TUTTLE, DAVID, PAUL | I | SOREN MCADAM PARTNERS LLP | F |
Registrations
Federal
IA
May 7, 2012 REGISTERED
Notice Filings (1)
CA
Address
18201 VON KARMAN AVENUESUITE 305
IRVINE, CA 92612-1070
United States
Phone: 949-752-7997