Be advised. This firm is no longer registered.

Wealth Management Lab

Wealth Management Lab (CRD# 130912) is a financial advisory firm headquartered in Irvine, CA. They manage $35,542,494 in 201 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
17875 Von Karman, Suite 150, Irvine, CA 92614
https://louisbarajas.com
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    201
    ACCOUNTS
  • Average Account Value
    $176,828
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
The map below shows states where this firm has explicit registration only.

CA, FL, TX

Financial Advisors at Wealth Management Lab
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals