Wealth Management Lab

Wealth Management Lab (CRD# 130912) is a financial advisory firm headquartered in Santa Fe Springs, CA. They manage $37,185,610 in 191 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    191
    ACCOUNTS
  • Average Account Value
    $194,689
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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 Wealth Management Lab
Showing 1 - 1 of 1 top financial advisors.
1
Louis (. Barajas
CRD#: 1542714
10330 Pioneer Blvd., Suite 250, Santa Fe Springs, CA 90670
96
Wealthminder
score

Louis Barajas (CRD# 1542714) is an Investment Advisor Representative working at Wealth Management Lab in Santa Fe Springs, CA and has over 20 years of experience in the finance industry. Louis Barajas 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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