CML WEALTH MANAGEMENT, LLC
CRD #224516 SEC #801-100467 BREA, CA (714) 494-2460
SEC Registered
Total AUM
$182.9M
Discretionary
$182.9M
Employees
3
Clients
1
Accounts
426
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 2, 2021
- 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 |
|---|---|---|---|---|
| ETTER, KEVIN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| BOLADIAN, MORRIS, ANTOINE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOLADIAN, MORRIS, ANTOINE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOLADIAN, MORRIS, ANTOINE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOLADIAN, MORRIS, ANTOINE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOLADIAN, MORRIS, ANTOINE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOLADIAN, MORRIS, ANTOINE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOLADIAN, MORRIS, ANTOINE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOLADIAN, MORRIS, ANTOINE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOLADIAN, MORRIS, ANTOINE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOLADIAN, MORRIS, ANTOINE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOLADIAN, MORRIS, ANTOINE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOLADIAN, MORRIS, ANTOINE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOLADIAN, MORRIS, ANTOINE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOLADIAN, MORRIS, ANTOINE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOLADIAN, MORRIS, ANTOINE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| BOLADIAN, MORRIS, ANTOINE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| THE MORRIS A. BOLADIAN AND DIANE M. BOLADIAN 1993 REVOCABLE LIVING TRUST | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Boladian, Diane | I | THE MORRIS A. BOLADIAN AND DIANE M. BOLADIAN 1993 REVOCABLE LIVING TRUST | F | Control |
Registrations
Federal
IA
Sep 2, 2021 REGISTERED
Notice Filings (3)
CA HI TX
Address
135 S. STATE COLLEGE BLVD.SUITE 125
BREA, CA 92821
United States
Phone: (714) 494-2460