Wealth Resources Group

Wealth Resources Group (CRD# 110131) is a financial advisory firm headquartered in Westlake Village, CA. They manage $126,000,000 in 473 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2945 Townsgate Road, Suite 200, Westlake Village, CA 91361
http://www.wealthresourcesgroup.com
By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    473
    ACCOUNTS
  • Average Account Value
    $266,385
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)
  • 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, TX

Financial Advisors at Wealth Resources Group
Showing 1 - 2 of 2 top financial advisors.
1
Neal Frankle, financial advisor Westlake Village CA
Neal (. Frankle
CRD#: 1390756
2945 Townsgate Road, Suite 200, Westlake Village, CA 91361
96
Wealthminder
score

Neal Frankle (CRD# 1390756) is an Investment Advisor Representative working at Wealth Resources Group in Westlake Village, CA and has over 27 years of experience in the finance industry. Neal Frankle 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
Kary Bartmasser, financial advisor Beverly Hills CA
Kary J. Bartmasser
CRD#: 4880672
8913 W. Olympic Blvd., Suite 205, Beverly Hills, CA 90211
93
Wealthminder
score

Kary Bartmasser (CRD# 4880672) is an Investment Advisor Representative working at Wealth Resources Group in Beverly Hills, CA and has over 12 years of experience in the finance industry.

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