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
By the Numbers
-
Total Assets Under Management25MILLION
-
Total Number of Accounts112ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Grape Modern Wealth Management
1
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 (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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.