Clay Northam Wealth Management, LLC
Clay Northam Wealth Management, LLC is a privately owned investment advisory firm headquartered in Huntington Beach, California. It is registered with the U.S. Securities and Exchange Commission and provides comprehensive wealth management and financial planning services, primarily serving individuals and high net worth individuals in the Southern California area. The firm is known for its personalized approach and commitment to high ethical standards. The most recent filings indicate the firm has 2 employees.
Investment Strategy
Clay Northam Wealth Management, LLC focuses on providing customized, comprehensive wealth management services to individual clients. Their investment philosophy centers around maintaining each client's financial goals and objectives, offering tailored portfolio management, and delivering superior ethical standards and expertise. Core strategies include diversified holdings in public equities with discretionary management, and the firm places high value on personal relationships and understanding client needs.
Top Holdings
Equity Positions (98)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C COWZ | PACER FDS TR | 8.91% | $15.6M | 271,336 | $49.93 | $57.47 | +$838.4K |
S SCHG | SCHWAB STRATEGIC TR | 8.81% | $15.4M | 483,481 | $14.30 | $31.91 | +$1.4M |
A AAPL | APPLE INC | 7.86% | $13.8M | 54,014 | $177.75 | $254.63 | +$2.5M |
A AMZN | AMAZON COM INC | 6.68% | $11.7M | 53,285 | $166.54 | $219.57 | +$128.7K |
S SCHD | SCHWAB STRATEGIC TR | 6.06% | $10.6M | 388,722 | $26.71 | $27.30 | +$421.4K |