Be advised. This firm is no longer registered.

Courtlandt Wealth Management

Courtlandt Wealth Management (CRD# 136639) is a financial advisory firm headquartered in Irvine, CA. They manage $5,000,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Courtlandt Wealth Management
Showing 1 - 1 of 1 top financial advisors.
Michael L. Cruz
CRD#: 2130750
3991 Macarthur Blvd, Suite 320, Newport Beach, CA 92660

Michael Cruz (CRD# 2130750) is an Investment Advisor Representative working at Courtlandt Wealth Management in Newport Beach, CA and has over 27 years of experience in the finance industry.

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