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).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $580,966
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, ID

Financial Advisors at Criterion Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Robert A. Gravette
CRD#: 1938019
23504 Lyons Ave, Suite 107, Santa Clarita, CA 91321

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.

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