# WEALTH MANAGEMENT & BUSINESS CONCEPTS

WEALTH MANAGEMENT & BUSINESS CONCEPTS of IRVINE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 124462
- Type: SEC-registered investment adviser
- SEC file number: 801-80426
- Location: 2 VENTURE, SUITE 380, IRVINE, CA, 92618
- Phone: 949-829-9622
- Latest filing: 2025-01-07
- Regulatory AUM: $116.2M
- Discretionary AUM: $56.8M
- Non-discretionary AUM: $59.4M
- Clients: 3
- Accounts: 648

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| David Scott Coles | CHIEF EXECUTIVE OFFICER | — |
| David Sheldon Coles | CHIEF COMPLIANCE OFFICER AND PRESIDENT | — |
| COLES DAVID SCOTT | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| KUNO ANGELA RAE | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |
| COLES DAVID SHELDON | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124462/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124462/similar
- Related entities: https://search.stillhousedata.com/firm/124462/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124462

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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.