LIFE WEALTH MANAGEMENT INCORPORATED
Legal name: LIFE WEALTH MANAGEMENT, INC.
CRD #130431 SEC #801-67998 VALENCIA, CA 877-590-5433
SEC Registered
Total AUM
$19.5M
Discretionary
$19.5M
Employees
5
Clients
101
Accounts
231
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2009
- 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 |
|---|---|---|---|---|
| PRESTON, JEFFERY, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| PRESTON, JEFFERY, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| MCCARTY, CHRISTOPHER, STEPHEN | I | VICE PRESIDENT | D | Control |
| MCCARTY, CHRISTOPHER, STEPHEN | I | VICE PRESIDENT | D | Control |
| PRESTON, JEFFERY, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| PRESTON, JEFFERY, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 24, 2009 REGISTERED
Notice Filings (1)
CA
Address
27441 TOURNEY ROAD, SUITE 240VALENCIA, CA 91355
United States
Phone: 877-590-5433