Be advised. This firm is no longer registered.

Lederer Private Wealth Management, LLC

Lederer Private Wealth Management, LLC (CRD# 134715) is a financial advisory firm headquartered in Sacramento, CA. They manage $13,248,000 in 58 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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.


Financial Advisors at Lederer Private Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Jonathan E. Lederer
CRD#: 2637954
601 University Avenue, Suite 120, Sacramento, CA 95825

Jonathan Lederer (CRD# 2637954) is an Investment Advisor Representative working at Lederer Private Wealth Management, LLC in Sacramento, CA and has over 19 years of experience in the finance industry.

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