DBN WEALTH MANAGEMENT, LLC
CRD #127737 SEC #801-63364 SANTA BARBARA, CA 805-963-1837
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
11
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 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 |
|---|---|---|---|---|
| SCHUETTE, RICHARD, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHUETTE, RICHARD, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHUETTE, RICHARD, ALLEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUM, MATTHEW, JON | I | PARTNER | C | Control |
| LUM, MATTHEW, JON | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| LUM, MATTHEW, JON | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| LUM, MATTHEW, JON | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| LUM, MATTHEW, JON | I | PARTNER | C | Control |
| LUM, MATTHEW, JON | I | PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| LUM, MATTHEW, JON | I | PARTNER | C | Control |
| LUM, MATTHEW, JON | I | PARTNER | C | Control |
| LUM, MATTHEW, JON | I | PARTNER | C | Control |
| BROOKS, THOMAS, H. | I | PARTNER | B | Control |
| BROOKS, THOMAS, H. | I | PARTNER | B | |
| BROOKS, THOMAS, H. | I | PARTNER | B | Control |
| CIONTEA, LAURA, S | I | PARTNER | B | Control |
| CIONTEA, LAURA, S | I | PARTNER | B | |
| CIONTEA, LAURA, S | I | PARTNER | B | Control |
| KOOPMANS, JAMES, O | I | PARTNER | B | Control |
| KOOPMANS, JAMES, O | I | PARTNER | B | |
| KOOPMANS, JAMES, O | I | PARTNER | B | Control |
| MANCHESTER, RICHARD, BYERS | I | PARTNER | B | |
| MANCHESTER, RICHARD, BYERS | I | PARTNER | B | |
| MANCHESTER, RICHARD, BYERS | I | PARTNER | B | |
| MANCHESTER, RICHARD, BYERS | I | PARTNER | B | |
| MORRISSET, JOHN, WENDELL | I | CHIEF COMPLIANCE OFFICER, PARTNER | B | Control |
| MORRISSET, JOHN, WENDELL | I | CHIEF COMPLIANCE OFFICER, PARTNER | B | Control |
| MORRISSET, JOHN, WENDELL | I | CHIEF COMPLIANCE OFFICER, PARTNER | B | Control |
| TURNER, MARSHALL | I | PARTNER | B | Control |
| TURNER, MARSHALL | I | PARTNER | B | |
| TURNER, MARSHALL | I | PARTNER | B | Control |
| ARNOLD, SALLY, HADDOW | I | PARTNER | A | Control |
| ARNOLD, SALLY, HADDOW | I | PARTNER | A | Control |
| ARNOLD, SALLY, HADDOW | I | PARTNER | A | Control |
| ARNOLD, SALLY, HADDOW | I | PARTNER | A | Control |
| ARNOLD, SALLY, HADDOW | I | PARTNER | A | Control |
| ARNOLD, SALLY, HADDOW | I | PARTNER | A | Control |
| ARNOLD, SALLY, HADDOW | I | PARTNER | A | Control |
| ARNOLD, SALLY, HADDOW | I | PARTNER | A | Control |
| ARNOLD, SALLY, HADDOW | I | PARTNER | A | Control |
| BROOKS, THOMAS, H. | I | PARTNER | A | Control |
| BROOKS, THOMAS, H. | I | PARTNER | A | Control |
| BROOKS, THOMAS, H. | I | PARTNER | A | Control |
| BROOKS, THOMAS, H. | I | PARTNER | A | Control |
| BROOKS, THOMAS, H. | I | PARTNER | A | Control |
| BROOKS, THOMAS, H. | I | PARTNER | A | Control |
| BROOKS, THOMAS, H. | I | PARTNER | A | Control |
| BROOKS, THOMAS, H. | I | PARTNER | A | Control |
| BROOKS, THOMAS, H. | I | PARTNER | A | Control |
| KOOPMANS, JAMES, O | I | PARTNER | A | Control |
| KOOPMANS, JAMES, O | I | PARTNER | A | Control |
| KOOPMANS, JAMES, O | I | PARTNER | A | Control |
| KOOPMANS, JAMES, O | I | PARTNER | A | Control |
| KOOPMANS, JAMES, O | I | PARTNER | A | Control |
| KOOPMANS, JAMES, O | I | PARTNER | A | Control |
| KOOPMANS, JAMES, O | I | PARTNER | A | Control |
| KOOPMANS, JAMES, O | I | PARTNER | A | Control |
| KOOPMANS, JAMES, O | I | PARTNER | A | Control |
| MORRISSET, JOHN | I | PARTNER | A | Control |
| MORRISSET, JOHN | I | PARTNER | A | Control |
| MORRISSET, JOHN | I | PARTNER | A | Control |
| MORRISSET, JOHN | I | PARTNER | A | Control |
| MORRISSET, JOHN | I | PARTNER | A | Control |
| MORRISSET, JOHN | I | PARTNER | A | Control |
| MORRISSET, JOHN | I | PARTNER | A | Control |
| MORRISSET, JOHN | I | PARTNER | A | Control |
| MORRISSET, JOHN | I | PARTNER | A | Control |
| NIGHTINGALE, RICHARD, A. | I | PARTNER | A | Control |
| NIGHTINGALE, RICHARD, A. | I | PARTNER | A | Control |
| NIGHTINGALE, RICHARD, A. | I | PARTNER | A | Control |
| NIGHTINGALE, RICHARD, A. | I | PARTNER | A | Control |
| NIGHTINGALE, RICHARD, A. | I | PARTNER | A | Control |
| NIGHTINGALE, RICHARD, A. | I | PARTNER | A | Control |
| NIGHTINGALE, RICHARD, A. | I | PARTNER | A | Control |
| NIGHTINGALE, RICHARD, A. | I | PARTNER | A | Control |
| NIGHTINGALE, RICHARD, A. | I | PARTNER | A | Control |
| NIGHTINGALE, RICHARD, A. | I | PARTNER | A | Control |
| TURNER, MARSHALL | I | PARTNER | A | Control |
| TURNER, MARSHALL | I | PARTNER | A | Control |
| TURNER, MARSHALL | I | PARTNER | A | Control |
| TURNER, MARSHALL | I | PARTNER | A | Control |
| TURNER, MARSHALL | I | PARTNER | A | Control |
| TURNER, MARSHALL | I | PARTNER | A | Control |
| TURNER, MARSHALL | I | PARTNER | A | Control |
| TURNER, MARSHALL | I | PARTNER | A | Control |
| TURNER, MARSHALL | I | PARTNER | A | Control |
Registrations
Federal
IA
Mar 29, 2012 REGISTERED
Notice Filings (1)
CA
Address
200 EAST CARRILLO STSUITE 202
SANTA BARBARA, CA 93101
United States
Phone: 805-963-1837