# DB WEALTH MANAGEMENT GROUP, LLC

DB WEALTH MANAGEMENT GROUP, LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 135317
- Type: SEC-registered investment adviser
- SEC file number: 801-110019
- Location: 1455 FRAZEE ROAD, SUITE 950, SAN DIEGO, CA, 92108-4340
- Phone: 619.497.0404
- Latest filing: 2023-07-06
- Regulatory AUM: $213.4M
- Discretionary AUM: $213.4M
- Clients: 5
- Accounts: 283

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| BRADFORDODORICO JEANNE ANN | MEMBER/CHIEF COMPLIANCE OFFICER; PRINCIPAL/CHIEF COMPLIANCE OFFICER; PRINCIPAL, CHIEF COMPLIANCE OFFICER & CO-OWNER (50%) | — |
| DONOHUE MICHAEL KEVIN | CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR & CO-OWNER (50%); MANAGING DIRECTOR & OWNER (+2 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135317/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135317/similar
- Related entities: https://search.stillhousedata.com/firm/135317/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135317

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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.