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Homestead Wealth Management

Tel: 909-418-1866
413 E. Foothill Blvd Suite 100
San Dimas, CA 91773
Homestead Wealth Management | Financial Advisor in San Dimas ,CA

About Homestead Wealth Management

Our firm focuses in helping individuals develop sound investment strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being. The LPL investment advisor representatives offer securities and advisory services through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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General Information

Firm Start Year:   2020
No. of Employees:   10-19
Insurance License#:   CA Insurance Lic. #0819047
Name of Broker/Dealer:   LPL Financial
States Licensed in:   CA
Number of Years with Current Firm:   7
Work with the following types of clients:   Businesses, Non-Profit Organizations, Individual Investors
Advisory Services Provided:   Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals


Investment Types:   Mutual Funds, Insurance, Options & Futures, Bonds, Annuities, Stocks, Alternative Investments, Exchange Traded Funds (ETFs)
Can meet clients in the following ways:   Our Office, Phone, Email, Your Office, Your Home, Video Conference, Our Offices

Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Life, Variable Annuity

Firm Information

Firm's Number of Clients:   184
Assets Managed by Firm:   108,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Flat Fee, Commissions, Based on Assets, Hourly
Fee % Based on Assets:   .93%


WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.



Additional Detailed Disclosures



Registered Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 8:30 AM - 4:30 PM
Tue. 8:30 AM - 4:30 PM
Wed. 8:30 AM - 4:30 PM
Thu. 9:00 AM - 6:00 PM
Fri. 8:30 AM - 1:30 PM

Communities Served

San Dimas La Verne
Upland Rancho Cucamonga, Ontario
Corona Riverside
Orange County

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