Heather Morgan Wildonger Sontag
Chief Financial OfficerCarlsbad Wealth Advisory Group, Inc.CRD 7205987
About Heather Morgan Wildonger Sontag
Heather Morgan Wildonger Sontag is listed as Chief Financial Officer at Carlsbad Wealth Advisory Group, Inc. in Carlsbad, CA. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Carlsbad Wealth Advisory Group, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Heather Morgan Wildonger Sontag work?
Heather Morgan Wildonger Sontag is listed as Chief Financial Officer at Carlsbad Wealth Advisory Group, Inc. on SEC Form ADV.
How much of Carlsbad Wealth Advisory Group, Inc. does Heather Morgan Wildonger Sontag own?
Form ADV reports a beneficial ownership band of 25-50%.
Carlsbad Wealth Advisory Group, Inc.
| Title | Chief Financial Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2023 |