| 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 |
Clay Northam Wealth Management, LLC reports $301.6 million in regulatory assets under management on its Form ADV.
Clay Northam Wealth Management, LLC reports 2 employees.
Clay Northam Wealth Management, LLC is based in Huntington Beach, CA and has been SEC-registered since 2017.
Clay Northam Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $301.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $301.6M |