# WOLFF WIESE MAGANA LLC

WOLFF WIESE MAGANA LLC of CARSLBAD, CA is an SEC-registered investment adviser.

## Registration

- CRD: 157620
- Type: SEC-registered investment adviser
- SEC file number: 801-72588
- Location: 2131 PALOMAR AIRPORT RD., SUITE 330, CARSLBAD, CA, 92011
- Phone: (760) 692-5190
- Latest filing: 2026-04-12
- Regulatory AUM: $381.8M
- Discretionary AUM: $359.2M
- Non-discretionary AUM: $22.6M
- Clients: 8
- Accounts: 1,682

## Business model

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

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Steven Ray Wolff | MANAGING MEMBER | — |
| Catherine Mary Magana | MANAGING MEMBER | — |
| Kerry Annette Harmon | CHIEF COMPLIANCE OFFICER | — |
| WOLFF STEVEN RAY | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; MEMBER & CHIEF COMPLIANCE OFFICER | — |
| WIESE CLIFFORD ALLEN | MANAGING MEMBER; MEMBER | — |
| MAGANA CATHERINE M | MEMBER | — |
| MAGANA CATHERINE MARY | MANAGING MEMBER | — |
| HARMON KERRY ANNETTE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157620/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157620/similar
- Related entities: https://search.stillhousedata.com/firm/157620/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157620

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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.