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THINK WEALTH, LLC
CRD 293236
27018 MONTEREY AVE, VALENCIA, CA, 91355, United States
Phone
925-202-6000
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.8M
Discretionary AUM
$4.8M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Portfolio management (individuals)THE FIRM PROVIDES ADVISORY SERVICE TO 401(K) CLIENTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $4.8M |
Official SEC filing: View on IAPD