# WEALTH MANAGEMENT, LLC

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

## Registration

- CRD: 133732
- Type: SEC-registered investment adviser
- SEC file number: 801-63812
- 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133732/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133732/similar
- Related entities: https://search.stillhousedata.com/firm/133732/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133732

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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.