CML WEALTH MANAGEMENT, LLC

BREA, California·3 registered advisors·CRD# 224516
SEC# 801-1004670(714) 494-2460
01

Firm Overview

AUM
$183M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
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 CML WEALTH MANAGEMENT, LLC

3 registered advisors
Diane Boladian
BREA, California
Kevin Scott Etter
BREA, California
Morris Antoine Boladian
BREA, California
05

Office Locations

BREA, California
3 advisors

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Data sourced from SEC Form ADV filings. CML WEALTH MANAGEMENT, LLC (CRD# 224516) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.