Cml Wealth Management, LLC

Cml Wealth Management, LLC (CRD# 224516) is a financial advisory firm headquartered in Brea, CA. They manage $115,100,000 in 307 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    307
    ACCOUNTS
  • Average Account Value
    $374,919
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
  • Pension consulting services
  • 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, HI, TX

Financial Advisors at Cml Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kevin S. Etter
CRD#: 6226439
135 S. State College Blvd., Suite 125, Brea, CA 92821
89
Wealthminder
score

Kevin Etter (CRD# 6226439) is an Investment Advisor Representative working at Cml Wealth Management, LLC in Brea, CA and has over 2 years of experience in the finance industry.

2
Morris A. Boladian
CRD#: 2594302
135 S. State College Blvd., Suite 125, Brea, CA 92821
86
Wealthminder
score

Morris Boladian (CRD# 2594302) is an Investment Advisor Representative working at Cml Wealth Management, LLC in Brea, CA and has over 21 years of experience in the finance industry. Morris Boladian 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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