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CONSTITUTION WEALTH LLC
CONSTITUTION WEALTH LLC
2 registered advisors
·
CRD# 313916
SEC# 801-122652
5
866-463-1776
01
Firm Overview
AUM
$23M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Other: NET WORTH PRICING / SUBADVISER FEES
03
Specialties
Financial Planning
Investment Management
04
Advisors at CONSTITUTION WEALTH LLC
2 registered advisors
Allison Brooke Blake
LA JOLLA, California
CRD# 5669353
Christopher Paul Vanslyke
LA JOLLA, California
CRD# 2870730
05
Office Locations
LA JOLLA, California
2 advisors
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Data sourced from SEC Form ADV filings. CONSTITUTION WEALTH LLC (CRD# 313916) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.