New Market Wealth Management LLC
Legal Name: NEW MARKET WEALTH MANAGEMENT, LLC
Full Contact Details
New Market Wealth Management LLC
695 TOWN CENTER DRIVE, SUITE 540, COSTA MESA, CA
657-900-1899
657-900-1898
Other Info
New Market Wealth Management LLC, legally known as NEW MARKET WEALTH MANAGEMENT, LLC, is a California Limited Liability Company with a team of 6 employees, 4 of whom are in advisory roles. While the number of clients they serve is unknown, the firm's SEC status is listed as Approved, with a registration date of May 16th, 2017.
Wealth Management Services Nashville TN | CAPTRUST
CAPTRUST’s Nashville-based advisors provide wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits.
Direct Owners
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CLIFFWATER LLC
MEMBER owns more than 10% but less than 25%
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DARYL LEE DEKE
PRESIDENT, MANAGER owns less than 5%
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KSWHOKIE LLC
MEMBER owns more than 5% but less than 10%
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REWIII LLC
MEMBER owns more than 5% but less than 10%
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SHERRY DELANEY DEKE
CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER owns less than 5%
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THE DEKE FAMILY TRUST
MEMBER owns more than 50% but less than 75%
Indirect Owners
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DARYL LEE DEKE
CO-TRUSTEE owns 75% or more
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KATHLEEN KAY BARCHICK
MEMBER owns more than 25% but less than 50%
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KELLY SCOTT WOOLWINE
TRUSTEE owns 75% or more
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RICHARD ERNEST WOOLWINE
TRUSTEE owns 75% or more
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SHERRY DELANEY DEKE
CO-TRUSTEE owns 75% or more
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STEPHEN LANE NESBITT
MEMBER owns more than 50% but less than 75%