Iq Trends Private Client Asset Management
Hourly fees in San Juan Capistrano, CA
State registeredNo commissions reported
Public-record details
- Address
- 27132 Paseo Espada, Suite B1222, San Juan Capistrano, CA 92675
- Phone
- (866) 927-5250
- Listed under
- Hourly fees, % of assets managed
- Legal name
- Kelley Wright & Company, INC.
- CRD number
- 118358
- Registration
- State registered: CA, FL
- Compensation (Form ADV 5.E)
- Percentage of assets under management; Hourly charges
- Commissions
- None reported (Form ADV Item 5.E)
- Services (Form ADV 5.G)
- Portfolio management for individuals/small businesses
- Regulatory assets under management
- $62.8 million
- Accounts managed
- 45
- Clients reported (Form ADV 5.D)
- 45
- Individual / high-net-worth clients
- 29 / 16
- Employees
- 1
- Other business activities (Form ADV 6.A)
- None reported
- Disclosures reported on Form ADV
- None reported
- Latest Form ADV filing
- 2026-03-27
Read the official record
- SEC IAPD summary for CRD 118358 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
- FINRA BrokerCheck — look up the individual advisers at this firm.
- Firm website (as listed on Form ADV)
All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.
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