Carlsbad Wealth Advisory Group, Inc.
Carlsbad Wealth Advisory Group, Inc. is an SEC-registered mass-market adviser in Carlsbad, CA with $237.6M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Carlsbad Wealth Advisory Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146587, SEC 801-107521, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $237.6M (2026-03-18)
- Firm type
- Mass-Market Adviser
- Location
- Carlsbad, CA
- Employees
- 4
- Clients
- 248
- CRD
- 146587
- Ownership
- GEORGE, DAVID, LARKIN; SONTAG, ANDREW, PHILLIP; Sontag, Heather, Morgan Wildonger
How much AUM does Carlsbad Wealth Advisory Group, Inc. have?
Carlsbad Wealth Advisory Group, Inc. reported $237.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Carlsbad Wealth Advisory Group, Inc.?
Disclosed owners and executives of Carlsbad Wealth Advisory Group, Inc. include GEORGE, DAVID, LARKIN, SONTAG, ANDREW, PHILLIP, Sontag, Heather, Morgan Wildonger. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.