WEALTH MANAGER GROUP II, LLC
Legal name: WEALTH MANAGER GROUP, LLC
CRD #299862 SEC #801-114521 SAN DIEGO, CA (619) 574-7526
SEC Registered Broker-Dealer
Total AUM
$580K
Discretionary
$0
Employees
3
Clients
0
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2019 | $580K | $0 | $580K | 2 | 0 |
| Jul 2019 | $580K | $0 | $580K | 3 | 0 |
| Jul 2019 | $580K | $0 | $580K | 3 | 0 |
| May 2019 | $580K | $0 | $580K | 3 | 0 |
| Apr 2019 | $0 | $0 | $0 | 3 | 0 |
| Jan 2019 | $0 | $0 | $0 | 3 | 0 |
| Dec 2018 | $0 | $0 | $0 | 3 | 0 |
| Dec 2018 | $0 | $0 | $0 | 3 | 0 |
| Nov 2018 | $0 | $0 | $0 | 3 | 0 |
DateJul 2019
Total AUM$580K
Discretionary$0
Non-Disc.$580K
Employees2
Clients0
DateJul 2019
Total AUM$580K
Discretionary$0
Non-Disc.$580K
Employees3
Clients0
DateJul 2019
Total AUM$580K
Discretionary$0
Non-Disc.$580K
Employees3
Clients0
DateMay 2019
Total AUM$580K
Discretionary$0
Non-Disc.$580K
Employees3
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0