GARCIA WEALTH MANAGEMENT GROUP, INC.
CRD #158082 SEC #801-79445 TEMPLETON, CA 805-434-2608
SEC Registered
Total AUM
$393.4M
Discretionary
$348.2M
Employees
7
Clients
101
Accounts
819
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 24, 2020
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GARCIA, ROBERT, ALAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GARCIA, ROBERT, ALAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GARCIA, ROBERT, ALAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GARCIA, ROBERT, ALAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GARCIA, ROBERT, ALAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GARCIA, ROBERT, ALAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GARCIA, ROBERT, ALAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| GARCIA, ROBERT, ALAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, ROBERT, ALAN | I | SOLE PROPRIETOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, ROBERT, ALAN | I | SOLE PROPRIETOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, ROBERT, ALAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, ROBERT, ALAN | I | SOLE PROPRIETOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, ROBERT, ALAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, ROBERT, ALAN | I | SOLE PROPRIETOR AND CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, ROBERT, ALAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, ROBERT, ALAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, ROBERT, ALAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, ROBERT, ALAN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| ROB A GARCIA & DEBORAH L DONNELLY LIVING TRUST | FE | OWNER | E | |
| ROB A GARCIA & DEBORAH L DONNELLY LIVING TRUST | FE | OWNER | E | |
| ROB A GARCIA & DEBORAH L DONNELLY LIVING TRUST | FE | OWNER | E | |
| ROB A GARCIA & DEBORAH L DONNELLY LIVING TRUST | FE | OWNER | E | |
| ROB A GARCIA & DEBORAH L DONNELLY LIVING TRUST | FE | OWNER | E | |
| ROB A GARCIA & DEBORAH L DONNELLY LIVING TRUST | DE | OWNER | E | |
| ROB A GARCIA & DEBORAH L DONNELLY LIVING TRUST | DE | OWNER | E |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GARCIA, ROBERT, ALAN | I | ROB A GARCIA & DEBORAH L DONNELLY LIVING TRUST | F | Control |
| GARCIA, ROBERT, ALAN | I | ROB A GARCIA & DEBORAH L DONNELLY LIVING TRUST | F | Control |
| GARCIA, ROBERT, ALAN | I | ROB A GARCIA & DEBORAH L DONNELLY LIVING TRUST | F | Control |
| GARCIA, ROBERT, ALAN | I | ROB A GARCIA & DEBORAH L DONNELLY LIVING TRUST | F | Control |
| GARCIA, ROBERT, ALAN | I | ROB A GARCIA & DEBORAH L DONNELLY LIVING TRUST | F | Control |
| GARCIA, ROBERT, ALAN | I | ROB A GARCIA & DEBORAH L DONNELLY LIVING TRUST | F | Control |
| GARCIA, ROBERT, ALAN | I | ROB A GARCIA & DEBORAH L DONNELLY LIVING TRUST | F | Control |
Registrations
Federal
IA
Dec 24, 2020 REGISTERED
Notice Filings (3)
CA OR TX
Address
613 S. MAIN STREETTEMPLETON, CA 93465
United States
Phone: 805-434-2608