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CARLSBAD WEALTH ADVISORY GROUP, INC.
CRD 146587 · SEC 801-107521
5927 BALFOUR CT, SUITE 207, CARLSBAD, CA, 92008, United States
Phone
760-607-0812
Fax
888-200-3750
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$237.6M
Discretionary AUM
$237.6M
Team
4 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 168 | $44.7M |
| High net worth individuals | 80 | $192.9M |
States served
AR, CA, CO, TX
All web addresses on file
Official SEC filing: View on IAPD