CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.
SEC file number 801-67247
· VALENCIA, CA
https://thecriterionagency.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$58.3M
Discretionary AUM
$58.3M
Employees
3
Clients
—
Firm
- Address
- 26650 THE OLD ROAD
VALENCIA, CA 91381 - Phone
- —
- Website
- https://thecriterionagency.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
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- Criterion Kickapoo, LLC Low name-match confidence · CIK 2058428 · OK
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- Criterion Lakeshore Plaza LLC Low name-match confidence · CIK 2103771 · TX
- Criterion Landen Square, LLC Low name-match confidence · CIK 2057661 · TX
- Criterion Texas Portfolio, LLC Low name-match confidence · CIK 2073504 · TX
- Criterion Trail Lake Plaza, LLC Low name-match confidence · CIK 2074861 · TX
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Criterion Briar Village LLC · D · Jul 24, 2026$2.3M
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Criterion Gateway SA LLC · D · Jul 17, 2026$5.2M
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Criterion Champions Terrace LLC · D · Feb 10, 2026$1.4M
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Criterion Lakeshore Plaza LLC · D · Jan 5, 2026$2.6M
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Criterion Gateway Plaza LLC · D · Oct 21, 2025$2.6M
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Criterion Crescent Centre LLC · D · Sep 4, 2025$750K
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Criterion Cedar Street LLC · D · Aug 21, 2025$1.3M
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Criterion Texas Portfolio, LLC · D/A · Jul 16, 2025$3M
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Criterion Trail Lake Plaza, LLC · D · Jun 27, 2025$1.3M
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Criterion Texas Portfolio, LLC · D · Jun 17, 2025$2M
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Criterion Laburnum Park, LLC · D · Apr 30, 2025$2.8M
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Criterion Kickapoo, LLC · D · Mar 3, 2025$1.1M
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Criterion Landen Square, LLC · D · Feb 25, 2025$2.9M