Fonte Financial Advisors
Fonte Financial Advisors is an SEC-registered wealth manager in Carlsbad, CA with $158.1M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Fonte Financial Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311162, SEC 801-120581, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $158.1M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Carlsbad, CA
- Employees
- 3
- Clients
- 135
- CRD
- 311162
- Ownership
- RECKERS, JUSTIN, ANTHONY; Gumeson, Sandra, Marie; BOZANIC, SANDRA, MARIE
How much AUM does Fonte Financial Advisors have?
Fonte Financial Advisors reported $158.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Fonte Financial Advisors?
Disclosed owners and executives of Fonte Financial Advisors include RECKERS, JUSTIN, ANTHONY, Gumeson, Sandra, Marie, BOZANIC, SANDRA, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.