WEALTH MANAGEMENT, LLC
WEALTH MANAGEMENT, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 133732). Regulatory assets under management: $17.0M.
Registration
- CRD: 133732
- SEC file number: 801-63812
- Type: Registered investment adviser
- Location: 610 NEWPORT CENTER DRIVE, SUITE 600, NEWPORT BEACH, CA, 92660
- Phone: 949-720-9960
- Latest filing: 2005-06-24
- Regulatory AUM: $17.0M
- Discretionary AUM: $17.0M
- Clients: 1
- Accounts: 7
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| GIUNTA DAVID MICHAEL | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |
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