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2550 Honolulu Avenue Suite 209, Montrose, CA 91020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-03-19 |
| NV | RA | APPROVED | 2026-02-20 |
| AL | RA | APPROVED | 2025-10-22 |
| WI | RA | APPROVED | 2024-04-15 |
| OH | RA | APPROVED | 2024-04-05 |
| FL | RA | APPROVED | 2016-09-29 |
| OR | RA | APPROVED | 2013-01-03 |
| TN | RA | APPROVED | 2008-08-22 |
| CA | RA | APPROVED | 2005-06-21 |
Branch Locations
2550 Honolulu Avenue Suite 209, Montrose, CA 91020 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial West Group | Westlake Village | CA | 10/2006 | 08/2017 |
| Von Adelung Wealth Management | Glendale | CA | 06/2005 | 11/2019 |
| Western International Securities, Inc. | Pasadena | CA | 08/2017 | 06/2025 |
| Von Adelung Wealth Management | Montrose | CA | 11/2019 | Present |
| Lpl Financial Llc | Montrose | CA | 06/2025 | Present |
1- 12/10/2025 - Von Adelung Wealth Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 06/21/2005 - 200 hours per month/ 140 hours during trading - I provide investment advisory services through Von Adelung Wealth Management, an independent investment advisor firm. I started this business activity in 6/2002. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-06-09 |
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