# CARLSBAD WEALTH ADVISORY GROUP, INC.

CARLSBAD WEALTH ADVISORY GROUP, INC. of CARLSBAD, CA is an SEC-registered investment adviser.

## Registration

- CRD: 146587
- Type: SEC-registered investment adviser
- SEC file number: 801-107521
- Location: 2011 PALOMAR AIRPORT RD STE 101, CARLSBAD, CA, 92011
- Phone: 760-607-0812
- Latest filing: 2026-08-04
- Regulatory AUM: $237.6M
- Discretionary AUM: $237.6M
- Clients: 3
- Accounts: 710

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Andrew Phillip Sontag | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | — |
| David Larkin George | CHIEF EXECUTIVE OFFICER | — |
| Heather Morgan Wildonger Sontag | CHIEF FINANCIAL OFFICER | — |
| SONTAG ANDREW PHILLIP | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| GEORGE DAVID LARKIN | CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| Sontag Heather Morgan Wildonger | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146587/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146587/similar
- Related entities: https://search.stillhousedata.com/firm/146587/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146587

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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.