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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.

TitleChief Financial Officer
Ownership25-50%
Control personYes
Since2023
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