Be advised. This firm is no longer registered.

Gupta Wealth Management, LLC

Gupta Wealth Management, LLC (CRD# 161721) is a financial advisory firm headquartered in San Diego, CA. They manage $1,058,749,585 in 1,521 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,059
    MILLION
  • Total Number of Accounts
    1,521
    ACCOUNTS
  • Average Account Value
    $696,088
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AZ, CA, FL, LA, MA, NH, NV, TX

Financial Advisors at Gupta Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gillian E. Vapnek
CRD#: 2928814
12760 High Bluff Drive, Suite 120, San Diego, CA 92130
90
Wealthminder
score

Gillian Vapnek (CRD# 2928814) is an Investment Advisor Representative working at Gupta Wealth Management, LLC in San Diego, CA and has over 4 years of experience in the finance industry.

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