# WEALTH MANAGEMENT, L.L.C.

WEALTH MANAGEMENT, L.L.C. of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 113674
- Type: SEC-registered investment adviser
- SEC file number: 801-60410
- Location: 610 NEWPORT CENTER DRIVE, SUITE 600, NEWPORT BEACH, CA, 92660
- Phone: (949) 720-9980
- Latest filing: 2003-06-18
- Regulatory AUM: $28.0M
- Discretionary AUM: $28.0M
- Clients: 1
- Accounts: 100

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| MOEHLMAN MARK LOUIS | CHAIRMAN | — |
| GIUNTA DAVID MICHAEL | PRESIDENT | — |
| GUINTA DAVID MICHAEL | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113674/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113674/similar
- Related entities: https://search.stillhousedata.com/firm/113674/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113674

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.