RIA Intel›Advisers›California›CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.

CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.

Advisory

N·VALENCIA, CA

Data as of Sep 10, 2018 · Source: SEC Form ADV

Total AUM
$58M
1-Year AUM Growth
-69.4%
3-Year CAGR
-30.8%
Employees
2
Assets Under Management
Total AUM$58M
Discretionary AUM$58M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record34
First FilingOct 9, 2006
Latest FilingSep 10, 2018
🔒 Full AUM trend chart and 34 historical filings spanning 12+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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