CARLSBAD WEALTH ADVISORY GROUP, INC.

Overview

Carlsbad Wealth Advisory Group, Inc. is an independent RIA that serves individual and family clients with a primary focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and offers fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. They are not actively positioned as an ESG investor, do not operate as a multi-state adviser, and do not act as a capital allocator or pension consultant. Investment activity shows a clear tilt toward pooled public funds: the firm's filings indicate heavy use of ETFs and mutual funds as the backbone of client portfolios, with a much smaller direct-stock sleeve. That structure points to a strategy built on broad-market exposure, manager/vehicle selection, and implementation efficiency rather than concentrated individual-equity bets. The firm also uses annuities in client solutions and has exposure to commodities as an alternative allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices