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Building 2LABRUM WEALTH MANAGEMENT, LLC

Map pinCARLSBAD, CA
Phone(760) 707-5555
NotebookSEC #801-70378
Total AUM
$294.7M
Employees
11
Clients
815

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6128 INNOVATION WAY
CARLSBAD
CA 92009
United States
Operating Hours
6:30 AM - 4:30 PM
Monday - Friday
Phone
(760) 707-5555
Other Offices
3

ReceiptFinancials

Total AUM
$294.7M
Accounts
815
Discretionary
$294.7M
Accounts
815
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
648
AUM
$129.5M
HNW Individual Clients
145
AUM
$151.3M
Pension/Profit Sharing Plan Clients
11
AUM
$4.8M
Charitable Organization Clients
1
AUM
$173.5K
Corporation or Business Clients
10
AUM
$8.9M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLGAHILANCNETNTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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