CARLSBAD WEALTH ADVISORY GROUP, INC. of CARLSBAD, CA is an SEC-registered investment adviser (CRD 146587). Regulatory assets under management: $237.6M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| 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 | — |