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CLAY NORTHAM WEALTH MANAGEMENT

CLAY NORTHAM WEALTH MANAGEMENT, LLC

CRD 159002 · SEC 801-110283

Visit website

16400 PACIFIC COAST HIGHWAY, SUITE 207, HUNTINGTON BEACH, CA, 92649, United States

Phone

562-431-9988

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$354.9M

Discretionary AUM

$354.9M

Team

2 total employees; 2 advisory reps

Clients

11-25

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-05-15

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals311$91.3M
High net worth individuals109$263.7M

States served

CA, NV, TX

All web addresses on file

Official SEC filing: View on IAPD