Grape Modern Wealth Management

Grape Modern Wealth Management (CRD# 319261) is a financial advisory firm headquartered in Temecula, CA. They manage $25,344,103 in 112 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
31285 Temecula Parkway, Suite C8-235, Temecula, CA 92592
https://www.facebook.com/investgrape
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $226,287
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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 Grape Modern Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Alexander Newman, financial advisor Temecula CA
Alexander E. Newman
CRD#: 6015559
31285 Temecula Parkway, Suite C8-235, Temecula, CA 92592

Alexander Newman (CRD# 6015559) is an Investment Advisor Representative working at Grape Modern Wealth Management in Temecula, CA and has over 12 years of experience in the finance industry.

2
Rainier Radoc, financial advisor Temecula CA
Rainier A. Radoc
CRD#: 6179797
31285 Temecula Parkway, Suite C8-235, Temecula, CA 92592

Rainier Radoc (CRD# 6179797) is an Investment Advisor Representative working at Grape Modern Wealth Management in Temecula, CA and has over 10 years of experience in the finance industry.

3
Joshua Richardson, financial advisor Temecula CA
Joshua P. Richardson
CRD#: 7664016
31285 Temecula Parkway, Suite C8-235, Temecula, CA 92592

Joshua Richardson (CRD# 7664016) is an Investment Advisor Representative working at Grape Modern Wealth Management in Temecula, CA and has 1 year 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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