# CCG WEALTH MANAGEMENT, LLC

CCG WEALTH MANAGEMENT, LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 296985
- Type: SEC-registered investment adviser
- SEC file number: 801-113284
- Location: 12255 EL CAMINO REAL, SUITE 125, SAN DIEGO, CA, 92130
- Phone: 858-771-9500
- Latest filing: 2026-06-02
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Non-discretionary AUM: $4K
- Clients: 64
- Accounts: 2,558

## Business model

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

## Officers, owners & control persons (14)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/296985/brochure
- Similar advisers: https://search.stillhousedata.com/firm/296985/similar
- Related entities: https://search.stillhousedata.com/firm/296985/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/296985

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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.