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WWM FINANCIAL
WOLFF WIESE MAGANA LLC
CRD 157620 · SEC 801-72588
2131 PALOMAR AIRPORT RD., SUITE 330, CARSLBAD, CA, 92011, United States
Phone
(760) 692-5190
Fax
(760) 692-5162
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$381.8M
Discretionary AUM
$359.2M
Team
8 total employees; 6 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 442 | $98.0M |
| High net worth individuals | 103 | $262.0M |
| Pension/profit sharing plans | 15 | $17.8M |
| Corporations/business entities | 10 | $3.9M |
States served
AZ, CA, IL, IN, LA, NV, NY, OR, UT, WA, TX, FL
All web addresses on file
- HTTPS://WWW.FACEBOOK.COM/WWMFINANCIAL/
- https://www.youtube.com/@SavvyUp
- HTTPS://WWW.WWMFINANCIAL.COM
- HTTPS://WWW.SAVVYUP.COM
- https://www.linkedin.com/company/wwm-financial/
- https://www.youtube.com/@wwmfinancial
- HTTPS://WWW.FACEBOOK.COM/SAVVYWOMENWEALTH/
- https://www.linkedin.com/company/savvy-women-wealth-management
- https://www.instagram.com/savvyupdotcom
Official SEC filing: View on IAPD