CARLSBAD WEALTH ADVISORY GROUP, INC.

CARLSBAD, California·3 registered advisors·CRD# 146587
SEC# 801-1075210760-607-0812
01

Firm Overview

AUM
$180M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CARLSBAD WEALTH ADVISORY GROUP, INC.

3 registered advisors
Andrew Phillip Sontag
CARLSBAD, California
David Larkin George
CARLSBAD, California
Heather Morgan Wildonger Sontag
CARLSBAD, California
05

Office Locations

CARLSBAD, California
3 advisors

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Data sourced from SEC Form ADV filings. CARLSBAD WEALTH ADVISORY GROUP, INC. (CRD# 146587) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.