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NAPA WEALTH MANAGEMENT
NAPA, CA
(707) 252-1343
SEC #801-106825Total AUM
$266.7M
Employees
6Clients
204Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1836 SECOND STREET
NAPA
CA 94559-2328
United States
NAPA
CA 94559-2328
United States
Operating Hours
9:00 A.M. - 5:00 P.M. ON MON.-THURS.; FRI. BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
(707) 252-1343
Other Offices
2
Financials
Total AUM
$266.7M
Accounts
571Discretionary
$266.7M
Accounts
571Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
108AUM
$38.2M
HNW Individual Clients
90AUM
$217.1M
Pension/Profit Sharing Plan Clients
2AUM
$6.7M
Corporation or Business Clients
4AUM
$4.7M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CATXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.