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WEALTH MANAGER GROUP II, LLC
WEALTH MANAGER GROUP II, LLC
WEALTH MANAGER GROUP
SAN DIEGO, California
·
2 registered advisors
·
CRD# 299862
SEC# 801-114521
0
(619) 574-7526
01
Firm Overview
AUM
$580K
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at WEALTH MANAGER GROUP II, LLC
2 registered advisors
Casey Dietz Luckham
SAN DIEGO, California
CRD# 6918256
Matthew Patrick Luckham
SAN DIEGO, California
CRD# 4976710
05
Office Locations
SAN DIEGO, California
2 advisors
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Data sourced from SEC Form ADV filings. WEALTH MANAGER GROUP II, LLC (CRD# 299862) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.