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GRAPE MODERN WEALTH MANAGEMENT

Advisory

TEMECULA, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CA
#3,724
of 5,480 advisers by AUM
Average account
$122K
across 318 accounts
AUM per adviser
$39M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$39M
Discretionary %
94.1%
Clients
145
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$39M
Discretionary AUM$36M
Non-Discretionary AUM$2M
Discretionary %94.1%
Total Clients145
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

MUTUAL SECURITIES INC. OF CALIFORNIA
CAMARILLO, CA
$39M
+4.9% 1Y
LEGACY CAPITAL MANAGEMENT INC
ROSEVILLE, CA
$39M
-58.4% 1Y
RHB CAPITAL, INC.
HUNTINGTON BEACH, CA
$39M
ODYSSEY VALUE ADVISORS, LLC
SAN FRANCISCO, CA
$39M
+12.1% 1Y
FINANCIAL SOLUTIONS GROUP LLC
LONG BEACH, CA
$38M
0.0% 1Y
RMC FINANCIAL ADVISORS, LLC
DAVIS, CA
$39M

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