WEALTH MANAGER GROUP II, LLC
WEALTH MANAGER GROUP II, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 299862). Regulatory assets under management: $580K.
Registration
- CRD: 299862
- SEC file number: 801-114521
- Type: Registered investment adviser
- Location: 3131 CAMINO DEL RIO NORTH, SUITE 1650, SAN DIEGO, CA, 92108
- Phone: (619) 574-7526
- Latest filing: 2019-07-17
- Regulatory AUM: $580K
- Non-discretionary AUM: $580K
- Clients: 2
- Accounts: 1
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| LUCKHAM MATTHEW PATRICK | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; TRUSTOR & TRUSTEE | — |
| Luckham Casey Dietz | TRUSTOR & TRUSTEE | — |
More on this firm