| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew James Davies Control | Managing Director | 10-25% | 2025 |
| Ccg Wm Holding Company, LLC Control | Owner | Over 75% | 2019 |
| Christopher Edward Osmond | Owner | Under 5% | 2022 |
Ccg Wealth Management, LLC reports $769.1 million in regulatory assets under management on its Form ADV.
Ccg Wealth Management, LLC reports 47 employees.
Ccg Wealth Management, LLC is based in San Diego, CA and has been SEC-registered since 2018.
Ccg Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 12255 el Camino Real, Suite 125, San Diego, CA 92130 |
| Phone | 858-771-9500 |
| Fax | 619-810-0831 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1771169 |
| Discloses disciplinary history | No |
| Discretionary | $769.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $769.1M |