RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 21, 2019
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LUCKHAM, MATTHEW, PATRICKICHIEF COMPLIANCE OFFICERNA Control
LUCKHAM, MATTHEW, PATRICKICHIEF COMPLIANCE OFFICERNA Control
LUCKHAM, MATTHEW, PATRICKICHIEF COMPLIANCE OFFICERNA Control
LUCKHAM FAMILY TRUSTDEMANAGING MEMBERE Control
LUCKHAM FAMILY TRUSTDEMANAGING MEMBERE Control
LUCKHAM FAMILY TRUSTDEMANAGING MEMBERE Control
LUCKHAM, MATTHEW, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
LUCKHAM, MATTHEW, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
LUCKHAM, MATTHEW, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
LUCKHAM, MATTHEW, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
LUCKHAM, MATTHEW, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control
LUCKHAM, MATTHEW, PATRICKIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
LUCKHAM, MATTHEW, PATRICKILUCKHAM FAMILY TRUSTF Control
LUCKHAM, MATTHEW, PATRICKILUCKHAM FAMILY TRUSTF Control
LUCKHAM, MATTHEW, PATRICKILUCKHAM FAMILY TRUSTF Control
Luckham, Casey, DietzILUCKHAM FAMILY TRUSTF Control
Luckham, Casey, DietzILUCKHAM FAMILY TRUSTF Control
Luckham, Casey, DietzILUCKHAM FAMILY TRUSTF Control

Registrations

Federal

IA
May 21, 2019 REGISTERED

Notice Filings (1)

CA

Address

3131 CAMINO DEL RIO NORTH
SUITE 1650
SAN DIEGO, CA 92108
United States
Phone: (619) 574-7526