LA JOLLA INSTITUTE FOR WEALTH MANAGEMENT

LA JOLLA INSTITUTE FOR WEALTH MANAGEMENT of LA JOLLA, CA is an SEC-registered investment adviser (CRD 109340). Regulatory assets under management: $45.2M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Charities.

Officers, owners & control persons (2)

NameRoleLocation
JOHNSON JUDITH MEADD, O.; OFFICER & DIRECTOR
JOHNSON MARTIN STANLEYD, O.; PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER

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