Wealthscape Advisors, LLC

Wealthscape Advisors, LLC (CRD# 151035) is a financial advisory firm headquartered in Santa Cruz, CA. They manage $38,900,000 in 186 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    186
    ACCOUNTS
  • Average Account Value
    $209,140
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
  • Educational seminars/workshops
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 Wealthscape Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Theodore J. George
CRD#: 5710111
331 Soquel Avenue, Suite 212, Santa Cruz, CA 95062
96
Wealthminder
score

Theodore George (CRD# 5710111) is an Investment Advisor Representative working at Wealthscape Advisors, LLC in Santa Cruz, CA and has over 7 years of experience in the finance industry. Theodore George 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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