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Building 2NAPA VALLEY WEALTH MANAGEMENT

Map pinST. HELENA, CA
Phone707-963-5096
NotebookSEC #801-62343
Total AUM
$349.6M
Employees
5
Clients
369

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1127 POPE STREET
SUITE 101
ST. HELENA
CA 94574
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
707-963-5096
Other Offices
1

ReceiptFinancials

Total AUM
$349.6M
Accounts
391
Discretionary
$349.6M
Accounts
391
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
259
AUM
$117.3M
HNW Individual Clients
88
AUM
$205.9M
Pension/Profit Sharing Plan Clients
11
AUM
$12.1M
Charitable Organization Clients
11
AUM
$14.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges 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 1 other business.

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