Wealth Management Lab

Wealth Management Lab (CRD# 130912) is a financial advisory firm headquartered in Los Angeles, CA. They manage $37,817,803 in 198 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $190,999
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, FL

Financial Advisors at Wealth Management Lab
Showing 1 - 2 of 2 top financial advisors.
1
Louis (. Barajas
CRD#: 1542714
777 S. Alameda Street, Second Floor, Los Angeles, CA 90021
96
Wealthminder
score

Louis Barajas (CRD# 1542714) is an Investment Advisor Representative working at Wealth Management Lab in Los Angeles, CA and has over 22 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.

2
Fernando Sanchez
CRD#: 6780242
777 S. Alameda Street, Second Floor, Los Angeles, CA 90021
90
Wealthminder
score

Fernando Sanchez (CRD# 6780242) is an Investment Advisor Representative working at Wealth Management Lab in Los Angeles, CA and has 1 year of experience in the finance industry. Fernando Sanchez 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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