RIA Intel›Advisers›California›NAPA WEALTH MANAGEMENT, INCORPORATED

NAPA WEALTH MANAGEMENT, INCORPORATED

Advisory

N·NAPA, CA

Data as of Mar 4, 2024 · Source: SEC Form ADV

Total AUM
$267M
1-Year AUM Growth
+18.8%
3-Year CAGR
+1.5%
Employees
5
Assets Under Management
Total AUM$267M
Discretionary AUM$267M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients204
Team
Total Employees5
Investment Advisers6
Employee Growth (1Y)—
Filing History
Total Filings on Record15
First FilingOct 15, 2015
Latest FilingMar 4, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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