CCG WEALTH MANAGEMENT, LLC

CENTURA WEALTH ADVISORY
SAN DIEGO, California·7 registered advisors·CRD# 296985
SEC# 801-1132842858-771-9500
01

Firm Overview

AUM
$643M
Regulatory assets under management
Employees
39
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CCG WEALTH MANAGEMENT, LLC

7 registered advisors
Blake Frederick Feindel
SAN DIEGO, California
Christopher Edward Osmond
SAN DIEGO, California
David Joseph Cariani
SAN DIEGO, California
Derek Clifford Myron
SAN DIEGO, California
CFP
Jonathan Yuri Freeman
SAN DIEGO, California
Kyle Lee Malmstrom
SAN DIEGO, California
Nathan Robert Truax
SAN DIEGO, California
05

Office Locations

SAN DIEGO, California
7 advisors

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Data sourced from SEC Form ADV filings. CCG WEALTH MANAGEMENT, LLC (CRD# 296985) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.