Wealth Manager Group II LLC
Legal Name: WEALTH MANAGER GROUP II, LLC
Full Contact Details
Other Info
Wealth Manager Group II LLC is legally known as WEALTH MANAGER GROUP II, LLC. It is a CA Limited Liability Company. This firm has 2 employees, of which 2 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “120-Day Approval”, with a registration date of Jan 28, 2019.
Home | Wealth Manager Group - Providing Clarity in a Complex World
Skip to main content Home Our Philosophy Our Team Our Services Resources Articles / Blog Events / Seminars Client Account View Calculators Useful Websites Contact Responsive Theme: Slideshow HELPING YOU NAVIGATE THE ROAD AHEAD. You’ve worked hard for success. Let us help you plan for what’s nex…
Direct Owners
-
MATTHEW PATRICK LUCKHAM
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER owns 75% or more
-
LUCKHAM FAMILY TRUST
MANAGING MEMBER owns 75% or more
Indirect Owners
-
CASEY DIETZ LUCKHAM
TRUSTOR & TRUSTEE
Firms Located Nearby
- Madison Avenue Securities LLC
- Silvia Mccoll Wealth Management LLC
- Private Asset Management Inc
- Reason Financial
- CCG Wealth Management LLC
- Sorrento Pacific Financial LLC
- The Retirement Group LLC
- Creative Capital Management Investments LLC
- Alsari Wealth Management Global Advisors LLC
- Entrust Wealth Advisors LLC