LABRUM WEALTH MANAGEMENT, LLC

CARLSBAD, California·1 registered advisor·CRD# 150734
SEC# 801-703783(760) 707-5555
01

Firm Overview

AUM
$295M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LABRUM WEALTH MANAGEMENT, LLC

1 registered advisor
Richard Levere Labrum
CARLSBAD, California
05

Office Locations

CARLSBAD, California
1 advisor

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Data sourced from SEC Form ADV filings. LABRUM WEALTH MANAGEMENT, LLC (CRD# 150734) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.