Criterion Wealth Management
Criterion Wealth Management (CRD# 142180) is a financial advisory firm headquartered in Santa Clarita, CA. They manage $43,572,416 in 75 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management44MILLION
Total Number of Accounts75ACCOUNTS
Average Account Value$580,966
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
Robert Gravette (CRD# 1938019) is an Investment Advisor Representative working at Criterion Wealth Management in Santa Clarita, CA and has over 29 years of experience in the finance industry.