DEYOE WEALTH MANAGEMENT, INC.
DEYOE WEALTH MANAGEMENT, INC. of BERKELEY, CA is an SEC-registered investment adviser (CRD 170130). Regulatory assets under management: $294.9M.
Registration
- CRD: 170130
- SEC file number: 801-79017
- Type: Registered investment adviser
- Location: 2150 SHATTUCK AVENUE, SUITE 700, BERKELEY, CA, 94704
- Phone: 510-848-0012
- Latest filing: 2021-04-21
- Regulatory AUM: $294.9M
- Discretionary AUM: $294.9M
- Clients: 7
- Accounts: 732
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Cooper Wright | CHIEF COMPLIANCE OFFICER | Ketchum, ID |
| DEYOE JONATHAN K | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
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