CML WEALTH MANAGEMENT, LLC

CML WEALTH MANAGEMENT, LLC of BREA, CA is an SEC-registered investment adviser (CRD 224516). Regulatory assets under management: $182.9M.

Registration

• CRD: 224516
• SEC file number: 801-100467
• Type: Registered investment adviser
• Location: 135 S. STATE COLLEGE BLVD., SUITE 125, BREA, CA, 92821
• Phone: (714) 494-2460
• Latest filing: 2021-09-02
• Regulatory AUM: $182.9M
• Discretionary AUM: $182.9M
• Clients: 3
• Accounts: 426

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 224516 on SEC IAPD (source of record)
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