Wealth Management Cpas, LLC

Who works here

• GH
  Gregory Paul Hawkins
• JS
  Jeffrey Sanchez
• JH
  John Paul Hawkins
• KM
  Kyle Moriyama
• PL
  Preston A Lee
• RB
  Robert John Beck
• TW
  Tamra Lee Williams

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Wealth Management Cpas, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

310096