# WEALTH MANAGEMENT GROUP, LLP

WEALTH MANAGEMENT GROUP, LLP of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 119660
- Type: SEC-registered investment adviser
- SEC file number: 801-64475
- Location: 18201 VON KARMAN AVENUE, SUITE 305, IRVINE, CA, 92612-1070
- Phone: 949-752-7997
- Latest filing: 2012-06-27
- Regulatory AUM: $80.4M
- Discretionary AUM: $70.9M
- Non-discretionary AUM: $9.6M
- Clients: 1
- Accounts: 256

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| ADCOCK MICHAEL RAY | MANAGEMENT COMMITTEE; PARTNER | — |
| GEORGE DAVID LOWELL | MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER; PARTNER, CHIEF COMPLIANCE OFFICER; PARTNER, MANAGEMENT COMMITTEE, CHIEF COMPLIANCE OFFICER | — |
| MCADAM DOUG | MANAGEMENT COMMITTEE; PARTNER | — |
| HO PHILIP | PARTNER | — |
| CHRISTENSON GARY LYNN | PARTNER | — |
| AHERN THOMAS EARL | PARTNER | — |
| DEVLIN LINDA SUE | PARTNER | — |
| LAU WING KUN | PARTNER | — |
| SOREN JAMES LEE | PARTNER | — |
| STITT KIRK GREGORY | PARTNER | — |
| TUTTLE DAVID PAUL | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119660/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119660/similar
- Related entities: https://search.stillhousedata.com/firm/119660/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119660

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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.