# CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.

CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC. of VALENCIA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 142180
- Type: SEC-registered investment adviser
- SEC file number: 801-67247
- Location: 26650 THE OLD ROAD, SUITE 110, VALENCIA, CA, 91381
- Phone: 661-254-2543
- Latest filing: 2018-09-10
- Regulatory AUM: $58.3M
- Discretionary AUM: $58.3M
- Clients: 3
- Accounts: 107

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| GRAVETTE ROBERT ALLEN | PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER/SECRETARY; PRESIDENT/SECRETARY | — |
| MACARTHUR MARK ANDREW | DIRECTOR/SECRETARY; SECRETARY/CHIEF INVESTMENT OFFICER | — |
| HERBERT ZACHARY PAUL | CHIEF INVESTMENT OFFICER | — |
| STAUFFER JASON OWEN | DIRECTOR OF OPERATIONS; DIRECTOR OF OPERATIONS/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142180/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142180/similar
- Related entities: https://search.stillhousedata.com/firm/142180/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142180

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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.