WOLFF WIESE MAGANA LLC

WWM FINANCIAL
CARSLBAD, California·4 registered advisors·CRD# 157620
SEC# 801-725880(760) 692-5190
01

Firm Overview

AUM
$279M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at WOLFF WIESE MAGANA LLC

4 registered advisors
Catherine Mary Magana
CARSLBAD, California
Clifford Allen Wiese
CARSLBAD, California
Kerry Annette Harmon
CARSLBAD, California
Steven Ray Wolff
CARSLBAD, California
05

Office Locations

CARSLBAD, 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. WOLFF WIESE MAGANA LLC (CRD# 157620) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.