Criterion Wealth Management

Criterion Wealth Management (CRD# 142180) is a financial advisory firm headquartered in Valencia, CA. They manage $182,087,000 in 232 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    182
    MILLION
  • Total Number of Accounts
    232
    ACCOUNTS
  • Average Account Value
    $784,858
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

AL, CA, ID, KY, OR, TX

Financial Advisors at Criterion Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Zachary P. Herbert
CRD#: 5181960
26650 The Old Road, Suite 110, Valencia, CA 91381
96
Wealthminder
score

Zachary Herbert (CRD# 5181960) is an Investment Advisor Representative working at Criterion Wealth Management in Valencia, CA and has over 9 years of experience in the finance industry.

2
Robert A. Gravette
CRD#: 1938019
26650 N. The Old Road, Ste. 212, Valencia, CA 91381
93
Wealthminder
score

Robert Gravette (CRD# 1938019) is an Investment Advisor Representative working at Criterion Wealth Management in Valencia, CA and has over 25 years of experience in the finance industry.

3
Mark A. Macarthur
CRD#: 2411397
26650 N. The Old Road, Ste. 212, Valencia, CA 91381
93
Wealthminder
score

Mark Macarthur (CRD# 2411397) is an Investment Advisor Representative working at Criterion Wealth Management in Valencia, CA and has over 23 years of experience in the finance industry.

4
Jason O. Stauffer
CRD#: 6249528
26650 The Old Road, Suite 110, Valencia, CA 91381
89
Wealthminder
score

Jason Stauffer (CRD# 6249528) is an Investment Advisor Representative working at Criterion Wealth Management in Valencia, CA and has over 3 years of experience in the finance industry.

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