Clay Northam Wealth Management, LLC
● SEC registered since 2017CRD 159002SEC# 801-110283Huntington Beach, CA
Reg. AUM
$354.9M
Employees
2
Accounts
1,108
Location
Huntington Beach, CA
Clay Northam Wealth Management, LLC assets under management
Clay Northam Wealth Management, LLC operates as an SEC-registered investment adviser based in Huntington Beach, CA. The firm has been registered since 2017. It reports $354.9 million in regulatory assets under management and employs 2 people.
Clay Northam Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Clay Cfp, Inc. Control | Managing Partner | 50-75% | 2013 |
| Brian Matthew Clay Control | Chief Compliance Officer | Under 5% | 2023 |
| Darren Northam Cfp, Inc. Control | Managing Partner | 50-75% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Clay Northam Wealth Management, LLC manage?
Clay Northam Wealth Management, LLC reports $354.9 million in regulatory assets under management on its Form ADV.
How many employees does Clay Northam Wealth Management, LLC have?
Clay Northam Wealth Management, LLC reports 2 employees.
Where is Clay Northam Wealth Management, LLC located?
Clay Northam Wealth Management, LLC is based in Huntington Beach, CA and has been SEC-registered since 2017.
Does Clay Northam Wealth Management, LLC disclose fund performance?
Clay Northam Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16400 Pacific Coast Highway, Suite 207, Huntington Beach, CA 92649 |
| Phone | 562-431-9988 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1915687 |
| Discloses disciplinary history | No |
Regulatory AUM
$354.9M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$354.9Mregulatory AUM
Discretionary $354.9M