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).
Total Assets Under Management1,059MILLION
Total Number of Accounts1,521ACCOUNTS
Average Account Value$696,088
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, FL, LA, MA, NH, NV, TX
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.