Clay Northam Wealth Management

Clay Northam Wealth Management (CRD# 159002) is a financial advisory firm headquartered in Seal Beach, CA. They manage $95,400,000 in 919 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    919
    ACCOUNTS
  • Average Account Value
    $103,808
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Clay Northam Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Brian M. Clay
CRD#: 4227797
222 N. Sepulveda Blvd., Suite 2000, El Segundo, CA 90245
101
Wealthminder
score

Brian Clay (CRD# 4227797) is an Investment Advisor Representative working at Clay Northam Wealth Management in El Segundo, CA and has over 16 years of experience in the finance industry. Brian Clay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Darren S. Northam
CRD#: 2765202
3020 Old Ranch Parkway, Suite 300, Seal Beach, CA 90740
91
Wealthminder
score

Darren Northam (CRD# 2765202) is an Investment Advisor Representative working at Clay Northam Wealth Management in Seal Beach, CA and has over 20 years of experience in the finance industry. Darren Northam has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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