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CLAY NORTHAM WEALTH MANAGEMENT

HUNTINGTON BEACH, CA · CRD 159002 · IAPD ↗ · claynortham.com · 562-431-9988

$354.9MRegulatory AUM
2Advisory reps
2Employees
0Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
November 2024 — CLAY NORTHAM WEALTH MANAGEMENT notice-filed in FL, GA, NV, TN, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2024 — CLAY NORTHAM WEALTH MANAGEMENT reported RAUM up 26% ($197.9M -> $249.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.