DFX Intelligence

A•• G••••• A•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

A•• G••••• A•••••••

A••••• WEALTH MANAGEMENT GLOBAL ADVISORS, LLC, CRD 159094

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:cb57d343-f7aa-60a1-5442-b82fc2f5b3c1

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Nov 23, 2011 to Mar 31, 2026
42 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.87 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $59.2M••• Locked
Discretionary RAUM: $59.2M
Private client RAUM: $51.7Mderived••• Locked
Private client share: 87%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $59.2Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
A•• H•••••• A•••••	n/a	SAN DIEGO, CA	14	32	2	no

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••••• A••• H••••••	CHIEF EXECUTIVE OFFICER	E	yes	11/2011	Nov 23, 2011	Mar 28, 2024
M•••••• R•••••	CHIEF COMPLIANCE OFFICER	Na	yes	05/2021	Jun 1, 2021	Mar 28, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
A••••••• B••• A•• T••••	n/a	n/a	n/a	N	yes	n/a
A••••••• W••••• M•••••••••	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	100.0%	0	0	0	0	1

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$59.2M	$90.5M	-34.7%	$103M	-17.0%	4	4	0	0

Relationships

Registered with (3)

← A•• H•••••• A•••••Advisorregistration: current employment
Sep 20, 2012 to presentfactForm ADV
← C•••••• N•••••• P•••Advisorregistration: previous registration
May 2, 2022 to Jan 6, 2026factForm ADV
← A•••• R••••Advisorregistration: previous registration
Sep 17, 2014 to Feb 16, 2016factForm ADV

Controls (2)

Dated events

Occurred
Jan 6, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Jun 1, 2021
Control person left
••• Locked
Form ADVobserved 7 days ago
Occurred
Jun 1, 2021
Control person joined
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cb57d343-f7aa-60a1-5442-b82fc2f5b3c1
First observed: Nov 23, 2011
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.