Investment adviser · CRD 151726

MA WEALTH MANAGEMENT

Investment adviser filing (IA)

MANAGEMENT ACTIVITIES

LONG BEACH, CA, United States · Form ADV filed May 24, 2012

Regulatory AUM
$53.2M
Form ADV · Item 5.F
Client accounts
52
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 24, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1020 E. 7TH STREET
LONG BEACH, CA, 90813, United States

CRD 151726

Filing source

Form ADV 649231 · May 24, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.