W&c Advisory Group, LLC

W&c Advisory Group, LLC (CRD# 128932) is a financial advisory firm headquartered in Irvine, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • 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.

CA

Financial Advisors at W&c Advisory Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Marcelo E. Sroka
CRD#: 4724103
5450 Trabuco Road, Irvine, CA 92620
93
Wealthminder
score

Marcelo Sroka (CRD# 4724103) is an Investment Advisor Representative working at W&c Advisory Group, LLC in Irvine, CA and has over 16 years of experience in the finance industry.

2
Russell E. Wertz
CRD#: 4036077
5450 Trabuco Road, Irvine, CA 92620
93
Wealthminder
score

Russell Wertz (CRD# 4036077) is an Investment Advisor Representative working at W&c Advisory Group, LLC in Irvine, CA and has over 16 years of experience in the finance industry.

3
Michael A. Trank
CRD#: 4749378
5450 Trabuco Road, Irvine, CA 92620
87
Wealthminder
score

Michael Trank (CRD# 4749378) is an Investment Advisor Representative working at W&c Advisory Group, LLC in Irvine, CA and has 1 year of experience in the finance industry.

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