Investment adviser · CRD 309205
MRC WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
PASADENA, CA, United States · Form ADV filed Oct 12, 2020
- Regulatory AUM
- $2.12M Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $2,118,334 | 100.0% |
Filing source
Form ADV 1461312 · Oct 12, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Oct 12, 2020. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
300 N LAKE AVENUE, 12TH FLOORPASADENA, CA, 91101, United States
CRD 309205
Filing source
Form ADV 1461312 · Oct 12, 2020 · 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.