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Building 2WALNUT CREEK WEALTH MANAGEMENT

Map pinWALNUT CREEK, CA
Phone925-280-1800
NotebookSEC #801-110685
Total AUM
$141.8M
Employees
9
Clients
146

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1850 MT. DIABLO BLVD
SUITE 170
WALNUT CREEK
CA 94596
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
925-280-1800

ReceiptFinancials

Total AUM
$141.8M
Accounts
276
Discretionary
$139.7M
Accounts
274
Non-Discretionary
$2.1M
Accounts
2

ContactClients

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Individual Clients
144
AUM
$139.7M
Pension/Profit Sharing Plan Clients
2
AUM
$2.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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