RIA Intel›Advisers›California›CALIFORNIA WEALTH MANAGEMENT GROUP, INC.

CALIFORNIA WEALTH MANAGEMENT GROUP, INC.

Advisory

CULVER CITY, CA

Data as of Nov 16, 2004 · Source: SEC Form ADV

Total AUM
$46M
1-Year AUM Growth
+5.4%
3-Year CAGR
-2.5%
Employees
0
Assets Under Management
Total AUM$46M
Discretionary AUM$46M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record11
First FilingFeb 20, 2001
Latest FilingNov 16, 2004
🔒 Full AUM trend chart and 11 historical filings spanning 3+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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