Investment adviser · CRD 128588

WEALTH MANAGEMENT NETWORK LLC

Investment adviser filing (IA)

NEWPORT BEACH, CA, United States · Form ADV filed May 3, 2012

Regulatory AUM
$129M
Form ADV · Item 5.F
Client accounts
356
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.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: May 3, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

610 NEWPORT CENTER DRIVE, STE 280
NEWPORT BEACH, CA, 92660, United States

CRD 128588

Filing source

Form ADV 640112 · May 3, 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.