CARLSBAD WEALTH ADVISORY GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$237,557,236
Discretionary
$237,557,236
Non-discretionary
$0
Firm details
- CRD number
- 146587
- SEC file number
- 801-107521
- Main office
- CARLSBAD, CA, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.CARLSBADWEALTH.COM
- Fee structure
-
Percentage of AUM
As of November 2026.