Overview
Assets Under Management: $462 million
Headquarters: CHICO, CA
High-Net-Worth Clients: 19
Average Client Assets: $13 million
Frequently Asked Questions
CHICO WEALTH RIA, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #162562), CHICO WEALTH RIA, INC. is subject to fiduciary duty under federal law.
CHICO WEALTH RIA, INC. is headquartered in CHICO, CA.
CHICO WEALTH RIA, INC. serves 19 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, CHICO WEALTH RIA, INC. offers financial planning and portfolio management for individuals. View all service details ↓
CHICO WEALTH RIA, INC. manages $462 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, CHICO WEALTH RIA, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.90
Average High-Net-Worth Client Assets: $13 million
Total Client Accounts: 806
Discretionary Accounts: 806
Regulatory Filings
CRD Number: 162562
Last Filing Date: 2025-02-18 00:00:00
Website: https://ogwealth.com