WEALTH MANAGEMENT & BUSINESS CONCEPTS of IRVINE, CA is an SEC-registered investment adviser (CRD 124462). Regulatory assets under management: $116.2M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| 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 | — |