DB WEALTH MANAGEMENT GROUP, LLC
CRD #135317 SEC #801-110019 SAN DIEGO, CA 619.497.0404
SEC Registered
Total AUM
$213.4M
Discretionary
$213.4M
Employees
5
Clients
11
Accounts
283
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 6, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DONOHUE, MICHAEL, KEVIN | I | MANAGING DIRECTOR & OWNER | E | Control |
| DONOHUE, MICHAEL, KEVIN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DONOHUE, MICHAEL, KEVIN | I | MANAGING DIRECTOR & OWNER | E | Control |
| DONOHUE, MICHAEL, KEVIN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DONOHUE, MICHAEL, KEVIN | I | MANAGING DIRECTOR & OWNER | E | Control |
| DONOHUE, MICHAEL, KEVIN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DONOHUE, MICHAEL, KEVIN | I | MANAGING DIRECTOR & OWNER | E | Control |
| DONOHUE, MICHAEL, KEVIN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| DONOHUE, MICHAEL, KEVIN | I | MANAGING DIRECTOR & OWNER | E | Control |
| DONOHUE, MICHAEL, KEVIN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BRADFORDODORICO, JEANNE, ANN | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| BRADFORDODORICO, JEANNE, ANN | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BRADFORDODORICO, JEANNE, ANN | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BRADFORDODORICO, JEANNE, ANN | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BRADFORDODORICO, JEANNE, ANN | I | MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| BRADFORDODORICO, JEANNE, ANN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER & CO-OWNER (50%) | D | Control |
| BRADFORDODORICO, JEANNE, ANN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER & CO-OWNER (50%) | D | Control |
| BRADFORDODORICO, JEANNE, ANN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER & CO-OWNER (50%) | D | Control |
| BRADFORDODORICO, JEANNE, ANN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER & CO-OWNER (50%) | D | Control |
| BRADFORDODORICO, JEANNE, ANN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER & CO-OWNER (50%) | D | Control |
| BRADFORDODORICO, JEANNE, ANN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER & CO-OWNER (50%) | D | Control |
| BRADFORDODORICO, JEANNE, ANN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER & CO-OWNER (50%) | D | Control |
| BRADFORDODORICO, JEANNE, ANN | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER & CO-OWNER (50%) | D | Control |
| DONOHUE, MICHAEL, KEVIN | I | PRINCIPAL | D | Control |
| DONOHUE, MICHAEL, KEVIN | I | MEMBER | D | Control |
| DONOHUE, MICHAEL, KEVIN | I | MEMBER | D | Control |
| DONOHUE, MICHAEL, KEVIN | I | MEMBER | D | Control |
| DONOHUE, MICHAEL, KEVIN | I | MEMBER | D | Control |
| DONOHUE, MICHAEL, KEVIN | I | MANAGING DIRECTOR & CO-OWNER (50%) | D | Control |
| DONOHUE, MICHAEL, KEVIN | I | MANAGING DIRECTOR & CO-OWNER (50%) | D | Control |
| DONOHUE, MICHAEL, KEVIN | I | MANAGING DIRECTOR & CO-OWNER (50%) | D | Control |
| DONOHUE, MICHAEL, KEVIN | I | MANAGING DIRECTOR & CO-OWNER (50%) | D | Control |
| DONOHUE, MICHAEL, KEVIN | I | MANAGING DIRECTOR & CO-OWNER (50%) | D | Control |
| DONOHUE, MICHAEL, KEVIN | I | MANAGING DIRECTOR & CO-OWNER (50%) | D | Control |
| DONOHUE, MICHAEL, KEVIN | I | MANAGING DIRECTOR & CO-OWNER (50%) | D | Control |
| DONOHUE, MICHAEL, KEVIN | I | MANAGING DIRECTOR & CO-OWNER (50%) | D | Control |
Registrations
Federal
IA
Jul 6, 2023 REGISTERED
Notice Filings (6)
AZ CA FL MO NE TX
Address
1455 FRAZEE ROADSUITE 950
SAN DIEGO, CA 92108-4340
United States
Phone: 619.497.0404