CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.
Legal name: CRITERION WEALTH MANAGEMENT
CRD #142180 SEC #801-67247 VALENCIA, CA 661-254-2543
SEC Registered
Total AUM
$58.3M
Discretionary
$58.3M
Employees
3
Clients
--
Accounts
107
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 10, 2018
- 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 |
|---|---|---|---|---|
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/SECRETARY | D | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/SECRETARY | D | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| GRAVETTE, ROBERT, ALLEN | I | PRESIDENT/SECRETARY | D | Control |
| MACARTHUR, MARK, ANDREW | I | DIRECTOR/SECRETARY | D | Control |
| MACARTHUR, MARK, ANDREW | I | DIRECTOR/SECRETARY | D | Control |
| MACARTHUR, MARK, ANDREW | I | DIRECTOR/SECRETARY | D | Control |
| MACARTHUR, MARK, ANDREW | I | DIRECTOR/SECRETARY | D | Control |
| MACARTHUR, MARK, ANDREW | I | DIRECTOR/SECRETARY | D | Control |
| MACARTHUR, MARK, ANDREW | I | DIRECTOR/SECRETARY | D | Control |
| MACARTHUR, MARK, ANDREW | I | DIRECTOR/SECRETARY | D | Control |
| MACARTHUR, MARK, ANDREW | I | SECRETARY/CHIEF INVESTMENT OFFICER | D | Control |
| MACARTHUR, MARK, ANDREW | I | DIRECTOR/SECRETARY | D | Control |
| MACARTHUR, MARK, ANDREW | I | SECRETARY/CHIEF INVESTMENT OFFICER | D | Control |
| MACARTHUR, MARK, ANDREW | I | SECRETARY/CHIEF INVESTMENT OFFICER | D | Control |
| MACARTHUR, MARK, ANDREW | I | SECRETARY/CHIEF INVESTMENT OFFICER | D | Control |
| MACARTHUR, MARK, ANDREW | I | DIRECTOR/SECRETARY | D | Control |
| MACARTHUR, MARK, ANDREW | I | DIRECTOR/SECRETARY | D | Control |
| MACARTHUR, MARK, ANDREW | I | SECRETARY/CHIEF INVESTMENT OFFICER | D | Control |
| MACARTHUR, MARK, ANDREW | I | SECRETARY/CHIEF INVESTMENT OFFICER | D | Control |
| MACARTHUR, MARK, ANDREW | I | SECRETARY/CHIEF INVESTMENT OFFICER | D | Control |
| HERBERT, ZACHARY, PAUL | I | CHIEF INVESTMENT OFFICER | C | Control |
| HERBERT, ZACHARY, PAUL | I | CHIEF INVESTMENT OFFICER | C | Control |
| HERBERT, ZACHARY, PAUL | I | CHIEF INVESTMENT OFFICER | C | Control |
| STAUFFER, JASON, OWEN | I | DIRECTOR OF OPERATIONS | A | Control |
| STAUFFER, JASON, OWEN | I | DIRECTOR OF OPERATIONS | A | Control |
| STAUFFER, JASON, OWEN | I | DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Sep 10, 2018 REGISTERED
Notice Filings (6)
AL CA ID KY OR TX
Address
26650 THE OLD ROADSUITE 110
VALENCIA, CA 91381
United States
Phone: 661-254-2543