Labrum Wealth Management, LLC

Labrum Wealth Management, LLC (CRD# 150734) is a financial advisory firm headquartered in Carlsbad, CA. They manage $189,560,694 in 1,425 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    190
    MILLION
  • Total Number of Accounts
    1,425
    ACCOUNTS
  • Average Account Value
    $133,025
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AL, AZ, CA, CO, FL, HI, LA, NE, NV, TN, TX, UT, VA, WA

Financial Advisors at Labrum Wealth Management, LLC
Showing 1 - 10 of 13 top financial advisors.
1
Bonnie J. Moseley
CRD#: 3005074
7676 Hazard Center Drive, Suite 1150, San Diego, CA 92108
96
Wealthminder
score

Bonnie Moseley (CRD# 3005074) is an Investment Advisor Representative working at Labrum Wealth Management, LLC in San Diego, CA and has over 19 years of experience in the finance industry. Bonnie Moseley 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
Darcy J. Wadsworth
CRD#: 4252453
6128 Innovation Way, Carlsbad, CA 92009
96
Wealthminder
score

Darcy Wadsworth (CRD# 4252453) is an Investment Advisor Representative working at Labrum Wealth Management, LLC in Carlsbad, CA and has over 17 years of experience in the finance industry. Darcy Wadsworth 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.

3
Patrick Casinelli
CRD#: 4135126
Encinitas, CA
93
Wealthminder
score

Patrick Casinelli (CRD# 4135126) is an Investment Advisor Representative working at Labrum Wealth Management, LLC in Encinitas, CA and has over 17 years of experience in the finance industry.

4
James M. Morrison
CRD#: 4760741
6128 Innovation Way, Carlsbad, CA 92009
93
Wealthminder
score

James Morrison (CRD# 4760741) is an Investment Advisor Representative working at Labrum Wealth Management, LLC in Carlsbad, CA and has over 13 years of experience in the finance industry.

5
Jordan E. Smith
CRD#: 5304232
6128 Innovation Way, Carlsbad, CA 92009
93
Wealthminder
score

Jordan Smith (CRD# 5304232) is an Investment Advisor Representative working at Labrum Wealth Management, LLC in Carlsbad, CA and has over 8 years of experience in the finance industry.

6
Christopher Syktich
CRD#: 5168939
7676 Hazard Center Drive, Suite 1150, San Diego, CA 92108
93
Wealthminder
score

Christopher Syktich (CRD# 5168939) is an Investment Advisor Representative working at Labrum Wealth Management, LLC in San Diego, CA and has over 11 years of experience in the finance industry.

7
Clayton S. Willits
CRD#: 5813831
6128 Innovation Way, Carlsbad, CA 92009
93
Wealthminder
score

Clayton Willits (CRD# 5813831) is an Investment Advisor Representative working at Labrum Wealth Management, LLC in Carlsbad, CA and has over 8 years of experience in the finance industry.

8
Korben J. Konrady
CRD#: 6463810
6128 Innovation Way, Carlsbad, CA 92009
88
Wealthminder
score

Korben Konrady (CRD# 6463810) is an Investment Advisor Representative working at Labrum Wealth Management, LLC in Carlsbad, CA and has over 2 years of experience in the finance industry.

9
Colleen C. Decker
CRD#: 5869066
6128 Innovation Way, Carlsbad, CA 92009
87
Wealthminder
score

Colleen Decker (CRD# 5869066) is an Investment Advisor Representative working at Labrum Wealth Management, LLC in Carlsbad, CA and has 1 year of experience in the finance industry.

10
Jason R. Labrum
CRD#: 3129980
6128 Innovation Way, Carlsbad, CA 92009
86
Wealthminder
score

Jason Labrum (CRD# 3129980) is an Investment Advisor Representative working at Labrum Wealth Management, LLC in Carlsbad, CA and has over 18 years of experience in the finance industry. Jason Labrum 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.