THECE WEALTH MANAGEMENT, LLC

THECE WEALTH MANAGEMENT

NEWPORT BEACH, California·3 registered advisors·CRD# 333246

SEC# 801-1313270(949) 775-5115

01

Firm Overview

AUM

—

Regulatory assets under management

Employees

8

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at THECE WEALTH MANAGEMENT, LLC

3 registered advisors

Jacob A Halladay

NEWPORT BEACH, California

Jonathan Paul Tenney

NEWPORT BEACH, California

Michael Sedgwick Affleck

NEWPORT BEACH, California

05

Office Locations

NEWPORT BEACH, California

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Data sourced from SEC Form ADV filings. THECE WEALTH MANAGEMENT, LLC (CRD# 333246) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.