Overview
Assets Under Management: $232 million
Headquarters: NAPA, CA
High-Net-Worth Clients: 90
Average Client Assets: $2 million
Frequently Asked Questions
NAPA WEALTH MANAGEMENT, INCORPORATED 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 #137724), NAPA WEALTH MANAGEMENT, INCORPORATED is subject to fiduciary duty under federal law.
NAPA WEALTH MANAGEMENT, INCORPORATED is headquartered in NAPA, CA.
NAPA WEALTH MANAGEMENT, INCORPORATED serves 90 high-net-worth clients according to their SEC filing dated March 04, 2024. View client details ↓
According to their SEC Form ADV, NAPA WEALTH MANAGEMENT, INCORPORATED offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
NAPA WEALTH MANAGEMENT, INCORPORATED manages $232 million in client assets according to their SEC filing dated March 04, 2024.
According to their SEC Form ADV, NAPA WEALTH MANAGEMENT, INCORPORATED serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 90
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.40
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 222
Discretionary Accounts: 222
Regulatory Filings
CRD Number: 137724
Last Filing Date: 2024-03-04 00:00:00
Website: https://napawealth.com