Wwm Financial

Wwm Financial (CRD# 157620) is a financial advisory firm headquartered in Carlsbad, CA. They manage $120,795,415 in 856 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    856
    ACCOUNTS
  • Average Account Value
    $141,116
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, CO, FL, IL, IN, LA, NV, TX, VA

Financial Advisors at Wwm Financial
Showing 1 - 7 of 7 top financial advisors.
1
Catherine M. Magana
CRD#: 3235785
2131 Palomar Airport Rd, Suite 330, Carlsbad, CA 92011
96
Wealthminder
score

Catherine Magana (CRD# 3235785) is an Investment Advisor Representative working at Wwm Financial in Carlsbad, CA and has over 17 years of experience in the finance industry. Catherine Magana 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
Scott A. McClatchey
CRD#: 5116709
2131 Palomar Airport Rd., Suite 330, Carlsbad, CA 92011
96
Wealthminder
score

Scott McClatchey (CRD# 5116709) is an Investment Advisor Representative working at Wwm Financial in Carlsbad, CA and has over 12 years of experience in the finance industry. Scott McClatchey 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.

3
Vincent J. Stefano
CRD#: 1036945
2131 Palomar Airport Rd, Suite 330, Carlsbad, CA 92011
93
Wealthminder
score

Vincent Stefano (CRD# 1036945) is an Investment Advisor Representative working at Wwm Financial in Carlsbad, CA and has over 34 years of experience in the finance industry.

4
Clifford A. Wiese
CRD#: 3270892
2131 Palomar Airport Rd, Suite 330, Carlsbad, CA 92011
93
Wealthminder
score

Clifford Wiese (CRD# 3270892) is an Investment Advisor Representative working at Wwm Financial in Carlsbad, CA and has over 18 years of experience in the finance industry.

5
Brian J. Wolff
CRD#: 3269740
925 Palomar Oaks Way, Suite 200, Carlsbad, CA 92008
90
Wealthminder
score

Brian Wolff (CRD# 3269740) is an Investment Advisor Representative working at Wwm Financial in Carlsbad, CA and has over 4 years of experience in the finance industry.

6
Jodi A. Mills
CRD#: 6414022
2131 Palomar Airport Rd., Suite 330, Carlsbad, CA 92011
89
Wealthminder
score

Jodi Mills (CRD# 6414022) is an Investment Advisor Representative working at Wwm Financial in Carlsbad, CA and has over 3 years of experience in the finance industry.

7
Steven R. Wolff
CRD#: 1537203
2131 Palomar Airport Rd, Suite 330, Carlsbad, CA 92011
83
Wealthminder
score

Steven Wolff (CRD# 1537203) is an Investment Advisor Representative working at Wwm Financial in Carlsbad, CA and has over 31 years of experience in the finance industry.

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