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Building 2NERAD + DEPPE WEALTH MANAGEMENT

Map pinSAN DIEGO, CA
Phone858-457-1325
NotebookSEC #801-118487
Total AUM
$74.5M
Employees
2
Clients
126

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8910 UNIVERSITY CENTER LANE
SUITE 645
SAN DIEGO
CA 92122
United States
Operating Hours
9AM TO 5:00PM
Monday - Friday
Phone
858-457-1325

ReceiptFinancials

Total AUM
$74.5M
Accounts
505
Discretionary
$74.5M
Accounts
505
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
107
AUM
$50M
HNW Individual Clients
19
AUM
$24.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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