Avery D. Wenck

LEISURE CAPITAL MANAGEMENT

Costa Mesa, CA 92626-1989

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CRD#: 6852928

Professional summary

Avery Douglas Wenck is a registered financial advisor currently at LEISURE CAPITAL MANAGEMENT, INC. located in Costa Mesa, California.

Avery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Avery has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Avery Douglas Wenck's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 3, 2019 - Present

LEISURE CAPITAL MANAGEMENT, INC.

Office #1: 650 Town Center Dr. Suite 880, Costa Mesa, CA 92626-1989

RIA

CRD#: 120374

Costa Mesa, CA

Past

January 3, 2018 - July 15, 2019

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Newport Beach, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LEISURE CAPITAL MANAGEMENT, INC.

CRD#: 120374 / SEC#: 801-61416

RIA

Registered Investment Advisory firm - (8/28/2002 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/3/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/3/2018

Uniform Investment Adviser Law Examination

Current Firm

LEISURE CAPITAL MANAGEMENT, INC.

CRD#: 120374 / SEC#: 801-61416

RIA

Registered Investment Advisory firm - (8/28/2002 Approved)

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Contact information

Main Address

650 Town Center Dr. Suite 880, Costa Mesa, CA 92626-1989

Mailing Address

Phone number

(714) 384-4050

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LEISURE ADV 2A AND 2B (4/17/2025)

Regulatory assets under management

Total Number of Accounts	323
AUM (Assets Under Management)	$ 778,663,456

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Avery D. Wenck

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Avery Douglas Wenck's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEISURE CAPITAL MANAGEMENT, INC.

MERCER GLOBAL ADVISORS INC.

Primary Firm SEC Registration

LEISURE CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/3/2018

Current Firm

LEISURE CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEISURE CAPITAL MANAGEMENT, INC.

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