Bates Wealth Management, LLC

Bates Wealth Management, LLC (CRD# 284892) is a financial advisory firm headquartered in , . They manage $11,576,115 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://bateswealth.com/
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $321,559
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Bates Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Geoffrey Bates, financial advisor Los Angeles CA
Geoffrey L. Bates
CRD#: 3063336
Los Angeles, CA

Geoffrey Bates (CRD# 3063336) is an Investment Advisor Representative working at Bates Wealth Management, LLC in Los Angeles, CA and has over 23 years of experience in the finance industry.

2
David Ono, financial advisor Los Angeles CA
David S. Ono
CRD#: 2441625
Los Angeles, CA

David Ono (CRD# 2441625) is an Investment Advisor Representative working at Bates Wealth Management, LLC in Los Angeles, CA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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