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Heather Morgan Wildonger Sontag

CARLSBAD WEALTH ADVISORY GROUP, INC.·CARLSBAD, California
Clean recordCARLSBAD WEALTH ADVISORY GROUP, INC.
5927 BALFOUR CT, SUITE 207, CARLSBAD, CA 92008CRD# 7205987Firm CRD# 146587

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Heather Morgan Wildonger Sontag · CARLSBAD, CA
Registration
CRD #7205987 · CARLSBAD WEALTH ADVISORY GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Heather Morgan Wildonger Sontag is a registered financial advisor based in CARLSBAD, California, affiliated with CARLSBAD WEALTH ADVISORY GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CARLSBAD WEALTH ADVISORY GROUP, INC.
CARLSBAD WEALTH ADVISORY GROUP, INC.
AUM
$180M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at CARLSBAD WEALTH ADVISORY GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7205987
Firm CRD# 146587
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Heather Morgan Wildonger Sontag offer?
Heather Morgan Wildonger Sontag specializes in Financial Planning, Investment Management. Contact their office in CARLSBAD, California for a consultation.
What are Heather Morgan Wildonger Sontag's credentials?
Heather Morgan Wildonger Sontag is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heather Morgan Wildonger Sontag located?
Heather Morgan Wildonger Sontag is based in CARLSBAD, California, working with CARLSBAD WEALTH ADVISORY GROUP, INC.. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.
How does Heather Morgan Wildonger Sontag charge for services?
Heather Morgan Wildonger Sontag's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARLSBAD WEALTH ADVISORY GROUP, INC.?
CARLSBAD WEALTH ADVISORY GROUP, INC. has approximately 4 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CARLSBAD WEALTH ADVISORY GROUP, INC.

Andrew Phillip Sontag
CARLSBAD, CA
David Larkin George
CARLSBAD, CA

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Research
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