Wolff Wiese Magana LLC
● SEC registered since 2011CRD 157620SEC# 801-72588Carslbad, CA
Reg. AUM
$381.8M
Employees
8
Accounts
1,682
Location
Carslbad, CA
Wolff Wiese Magana LLC assets under management
Wolff Wiese Magana LLC is an SEC-registered investment adviser based in Carslbad, CA. The firm has been registered since 2011. It reports $381.8 million in regulatory assets under management and employs 8 people.
Wolff Wiese Magana LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Catherine Mary Magana Control | Managing Member | Over 75% | 2011 |
| Kerry Annette Harmon Control | Chief Compliance Officer | Under 5% | 2011 |
Frequently asked questions
How much does Wolff Wiese Magana LLC manage?
Wolff Wiese Magana LLC reports $381.8 million in regulatory assets under management on its Form ADV.
How many employees does Wolff Wiese Magana LLC have?
Wolff Wiese Magana LLC reports 8 employees.
Where is Wolff Wiese Magana LLC located?
Wolff Wiese Magana LLC is based in Carslbad, CA and has been SEC-registered since 2011.
Does Wolff Wiese Magana LLC disclose fund performance?
Wolff Wiese Magana LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2131 Palomar Airport Rd., Suite 330, Carslbad, CA 92011 |
| Phone | (760) 692-5190 |
| Fax | (760) 692-5162 |
| Office hours | 6:30a.m. - 4:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$381.8M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$381.8Mregulatory AUM
Discretionary $359.2MNon-discretionary $22.6M