Be advised. This firm is no longer registered.

Ogden Wealth Management & Planning Services, LLC

Ogden Wealth Management & Planning Services, LLC (CRD# 166164) is a financial advisory firm headquartered in Santa Maria, CA. They manage $88,356,956 in 258 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    258
    ACCOUNTS
  • Average Account Value
    $342,469
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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Ogden Wealth Management & Planning Services, LLC
No Advisor Found.
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