Private Market View

FINDEC WEALTH SERVICES, INC.

Other · STOCKTON, CA

AUM
Portfolio companies
Recorded deals
Last investment

Key facts

  • FINDEC WEALTH SERVICES, INC. is a other based in STOCKTON, CA.

Registered with the SEC

Form ADV · 2026-03 · CRD 311949
Regulatory AUM
Private fund assets
Private funds
Staff
5
Registered office
STOCKTON, CA
SEC status
Approved

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV.

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Portfolio

Portfolio — not yet on record

No portfolio companies for FINDEC WEALTH SERVICES, INC. are on record yet. Positions surface from round participations, filings, and coverage.

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