Carlsbad Wealth Advisory Group, Inc.

Overview

Carlsbad Wealth Advisory Group, Inc. is an independent, privately owned registered investment adviser that began SEC registration in 2016. The firm serves individual and family clients and charges advisory fees as a percentage of assets under management. Its advisory offerings listed in public filings are financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not described as a multi-state adviser, and does not operate as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices