WEALTH MANAGEMENT, LLC
CRD #133732 SEC #801-63812 NEWPORT BEACH, CA 949-720-9960
SEC Registered
Total AUM
$17M
Discretionary
$17M
Employees
5
Clients
0
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2005 | $17M | $17M | $0 | 5 | -- |
| Jun 2005 | $17M | $17M | $0 | 5 | -- |
| Jan 2005 | $0 | $0 | $0 | 5 | -- |
| Jan 2005 | $0 | $0 | $0 | 5 | -- |
| Jan 2005 | $0 | $0 | $0 | 5 | -- |
DateJun 2005
Total AUM$17M
Discretionary$17M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$17M
Discretionary$17M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--