Deepak Gupta (CRD# 6990915) is an Investment Advisor Representative working at Gupta Partnership in Pleasanton, CA and has over 6 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Volante Technologies | Jersey City, NJ | Jul 2019 - Current | 4 |
| Gupta Partnership LLC | Pleasanton, CA | Jul 2018 - Current | 5 |
| Khazana LLC | Pleasanton, CA | Apr 2017 - Feb 2020 | 2 |
| Humantelligence | Pleasanton, CA | Mar 2016 - Mar 2017 | 1 |
| Khazana LLC | Pleasanton, CA | May 2015 - Feb 2016 | < 1 |
| Corelogic | Redwood City, CA | Jun 2012 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- CA
-
Total Assets Under Management13MILLIONS
-
Total Number of Accounts23ACCOUNTS
-
Average Account Value$544,338
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.