CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.

CRITERION WEALTH MANAGEMENT
VALENCIA, California·4 registered advisors·CRD# 142180
SEC# 801-672470661-254-2543
01

Firm Overview

AUM
$58M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment Management
04

Advisors at CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.

4 registered advisors
Jason Owen Stauffer
VALENCIA, California
Mark Andrew Macarthur
VALENCIA, California
Robert Allen Gravette
VALENCIA, California
Zachary Paul Herbert
VALENCIA, California
05

Office Locations

VALENCIA, California
4 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC. (CRD# 142180) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.