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Casey Dietz Luckham

WEALTH MANAGER GROUP II, LLC·SAN DIEGO, California
Clean recordWEALTH MANAGER GROUP II, LLC
3131 CAMINO DEL RIO NORTH, SAN DIEGO, CA 92108CRD# 6918256Firm CRD# 299862

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Casey Dietz Luckham · SAN DIEGO, CA
Registration
CRD #6918256 · WEALTH MANAGER GROUP II, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Casey Dietz Luckham is a registered financial advisor based in SAN DIEGO, California, affiliated with WEALTH MANAGER GROUP II, LLC. 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
WEALTH MANAGER GROUP II, LLC
WEALTH MANAGER GROUP
AUM
$580K
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WEALTH MANAGER GROUP II, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6918256
Firm CRD# 299862
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Casey Dietz Luckham offer?
Casey Dietz Luckham specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.
What are Casey Dietz Luckham's credentials?
Casey Dietz Luckham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Casey Dietz Luckham located?
Casey Dietz Luckham is based in SAN DIEGO, California, working with WEALTH MANAGER GROUP II, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Casey Dietz Luckham charge for services?
Casey Dietz Luckham's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH MANAGER GROUP II, LLC?
WEALTH MANAGER GROUP II, LLC has approximately 2 employees and manages $580K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTH MANAGER GROUP II, LLC

Matthew Patrick Luckham
SAN DIEGO, CA

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Research
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