Labrum Wealth Management, LLC

Labrum Wealth Management, LLC (CRD# 150734) is a financial advisory firm headquartered in Carlsbad, CA. They manage $270,587,323 in 1,600 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    271
    MILLION
  • Total Number of Accounts
    1,600
    ACCOUNTS
  • Average Account Value
    $169,117
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, GA, HI, LA, NC, NE, TN, TX, UT, VA, WA

Financial Advisors at Labrum Wealth Management, LLC
Showing 1 - 10 of 17 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 20 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
Kimberly M. Surber
CRD#: 2918106
29995 Technology Drive, Suite 100, Murrieta, CA 92563
96
Wealthminder
score

Kimberly Surber (CRD# 2918106) is an Investment Advisor Representative working at Labrum Wealth Management, LLC in Murrieta, CA and has over 20 years of experience in the finance industry. Kimberly Surber 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
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.

4
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 18 years of experience in the finance industry.

5
Kent A. Colwell
CRD#: 1319397
6128 Innovation Way, Carlsbad, CA 92009
93
Wealthminder
score

Kent Colwell (CRD# 1319397) is an Investment Advisor Representative working at Labrum Wealth Management, LLC in Carlsbad, CA and has over 24 years of experience in the finance industry.

6
Jordie E. Czapinski
CRD#: 5304232
6128 Innovation Way, Carlsbad, CA 92009
93
Wealthminder
score

Jordie Czapinski (CRD# 5304232) is an Investment Advisor Representative working at Labrum Wealth Management, LLC in Carlsbad, CA and has over 9 years of experience in the finance industry.

7
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.

8
Robert E. Paterson
CRD#: 5878267
6128 Innovation Way, Carlsbad, CA 92009
93
Wealthminder
score

Robert Paterson (CRD# 5878267) is an Investment Advisor Representative working at Labrum Wealth Management, LLC in Carlsbad, CA and has over 7 years of experience in the finance industry.

9
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.

10
Thomas Ohanesian
CRD#: 6726993
6128 Innovation Way, Carlsbad, CA 92009
88
Wealthminder
score

Thomas Ohanesian (CRD# 6726993) is an Investment Advisor Representative working at Labrum Wealth Management, LLC in Carlsbad, CA and has 1 year of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.