Wealth Manager Group Ii, LLC (San Diego)

Name: Wealth Manager Group Ii, LLC
Address: 3131 Camino Del Rio North, San Diego, CA, 92108
Telephone: (619) 574-7526

Wealth Manager Group Ii, LLC is an adviser based in San Diego. It manages $580 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of California.

Wealth Manager Group Ii provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wealth Manager Group Ii: assets under management

The assets under management (AUM) of Wealth Manager Group Ii, LLC is $580 thousand. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in exchange traded securities the most. They account for 68% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 13% of the firm’s portfolio. Investments in non-investment grade corporate bonds form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wealth Manager Group Ii, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wealth Manager Group Ii, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Matthew Patrick Luckham	Managing member & chief compliance officer	1 Jan 2019	75% - 100%	4976710
Luckham Family Trust	Managing member	1 Jan 2019	75% - 100%	83-2646120

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Matthew Patrick Luckham	Trustor & trustee	1 Jan 2018	Other	4976710
Casey Dietz Luckham	Trustor & trustee	1 Jan 2018	Other	6918256

Based in San Diego

The principal office where Wealth Manager Group Ii, LLC performs its advisory services is located at 3131 Camino Del Rio North, San Diego, CA 92108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (619) 574-7526 or by fax (619) 574-7532. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at wealthmgr.com.