Advisor at Clay Northam Wealth Management
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Firm
Clay Northam Wealth Management
Location
Huntington Beach, CA 92649
Credentials
CFP®, Series 63, Series 65
Industry experience
24 years
Darren Northam is a CFP® with 24 years of industry experience and has been with Clay Northam Wealth Management since 2011. He holds Series 63 and Series 65 licenses and operates out of Huntington Beach, CA. Outside of his advisory role, he manages a sole proprietorship focused on selling fixed insurance products. Clay Northam Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, retirement plan participants, and select institutional clients. The firm emphasizes a value-oriented investment approach with diversification and tactical asset allocation, managing over $300 million in assets across approximately 390 client relationships.
Based on Clay Northam Wealth Management
Based on Clay Northam Wealth Management
1.25% annually (negotiable)
Account minimum: $500,000
16400 Pacific Coast Highway, Suite 207
Huntington Beach, CA 92649
California · Texas
Clay Northam Wealth Management, LLC
2011 - Present (15 years)
Clay Northam Wealth Management, LLC
2011 - 2023 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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