CCG WEALTH MANAGEMENT, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 296985). Regulatory assets under management: $1.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Derek Clifford Myron | MANAGER; MANAGING DIRECTOR | San Diego, CA |
| Kyle Lee Malmstrom | MANAGER; OWNER | — |
| Christopher Edward Osmond | CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER; OWNER | — |
| Christopher Owen Barnes | CHIEF OPERATIONS OFFICER | — |
| Andrew James Davies | MANAGING DIRECTOR | — |
| Jennifer Carly Krakower | CHIEF COMPLIANCE OFFICER | — |
| Curtis William Custard | CHIEF INVESTMENT OFFICER | — |
| MYRON DEREK CLIFFORD | MANAGER; MANAGING DIRECTOR; MANAGING MEMBER | — |
| CARIANI DAVID JOSEPH | CO-CHIEF INVESTMENT OFFICER; VICE PRESIDENT | — |
| MALMSTROM KYLE LEE | MANAGER; MANAGING DIRECTOR; MANAGING DIRECTOR AND CO-CHIEF INVESTMENT OFFICER (+2 more) | — |
| FEINDEL BLAKE FREDERICK | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; OWNER | — |
| FREEMAN JONATHAN YURI | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER; OWNER | — |
| OSMOND CHRISTOPHER EDWARD | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | — |
| TRUAX NATHAN ROBERT | VP OF CONSULTING SERVICES | — |