SWEETWATER PRIVATE EQUITY
Encinitas, CA
AUM
$1.58B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
760-652-6353
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, ENCINITAS
10 advisers found
COOPER CAPITAL GROUP
Encinitas, CA
AUM
$282.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
760-452-6114
SALIENT WEALTH PLANNING
Encinitas, CA
AUM
$239.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
858-768-0096
STONE STEPS FINANCIAL, LLC
Encinitas, CA
AUM
$146.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
760-456-7147
KELLY FINANCIAL GROUP LLC
Encinitas, CA
AUM
$89.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
7604528002
STOUT CAPITAL MANAGEMENT LLC
Encinitas, CA
AUM
$76.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
760-230-8744
LONGHOUSE WEALTH MANAGEMENT
Encinitas, CA
AUM
$7.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
760-642-1100
INDEPENDENT WEALTH SOLUTIONS
Encinitas, CA
AUM
$5.3M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; AUM BASED REFERRAL FEE
(760) 942- 1880
THE GARRETT GROUP
Encinitas, CA
AUM
$6.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
8589220192
Full profileNo website
DE VRIES ASSET MANAGEMENT, LLC
Encinitas, CA
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
6197800855
Full profileNo website