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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2011
- Office Locations
- 1
Office Locations
About WWM Financial
WWM Financial is a Carlsbad, CA RIA serving wealthy business owners and corporate executives with asset management plus financial, estate, and business planning. Portfolios emphasize diversified allocation, with meaningful use of ETFs alongside select alternatives. The firm also runs the Savvy Women Webinar Series for investor education and market updates and custodies with Charles Schwab & Co.
Team overview
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Accredited Investors
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Owner & Executives
CATHERINE MARY MAGANA
CFP , Managing Member, Managing Partner
- CRD
- #3235785
- Ownership
- 75% or more
KERRY ANNETTE HARMON
Certified Financial Planner, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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GREGORY JAMES CARROLL
Certified Financial Planner
- CRD
- #2542500
RACHEL TERESA IVANOVICH
Wealth Advisor
- CRD
- #4649787
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $359,248,598 | $220,128 |
| Non-Discretionary | $22,569,190 | $451,384 |
| Total | $381,817,788 | $227,002 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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