Brad Klontz and Joni Wada Family Trust is listed as Member at Occidental Asset Management, LLC in Burlingame, CA. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Occidental Asset Management, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Brad Klontz and Joni Wada Family Trust work?
Brad Klontz and Joni Wada Family Trust is listed as Member at Occidental Asset Management, LLC on SEC Form ADV.
How much of Occidental Asset Management, LLC does Brad Klontz and Joni Wada Family Trust own?
Form ADV reports a beneficial ownership band of 25-50%.