Bank / Wealth / TrustRIA · CRD 159002SEC-Registered

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Clay Northam Wealth Management

Clay Northam Wealth Management was established as a registered investment advisor in California. No founding year or named principal appears in available...

Clay Northam Wealth Management logo

Clay Northam Wealth Management

Clay Northam Wealth Management was established as a registered investment advisor in California. No founding year or named principal appears in available records. The firm delivers investment management, financial planning, and estate planning. Services are offered on a discretionary basis to its client base. Geographic focus remains limited to the United States. No team size, additional offices, or adjacent vehicles are documented. No operational events from the last 24 months are recorded. The firm operates without disclosed external fund commitments or co-investor structures.

General information

Firm type

Bank / Wealth / Trust

Year founded

2017

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Huntington Beach

Corporate office

Huntington Beach, United States

Frequently asked questions

Who runs investment decisions at Clay Northam Wealth Management?

No named investment lead or CIO is identified in public records.

Does Clay Northam Wealth Management participate in fund commitments or only direct deals?

Available information shows only discretionary advisory services to individuals.

Where does the underlying wealth come from?

No wealth origin is disclosed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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