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).
Current Firm Details
Labrum Wealth Management, LLC
By the Numbers
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Total Assets Under Management271MILLION
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Total Number of Accounts1,600ACCOUNTS
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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
Registered Investment Advisor
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
No Advisor Found.
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