Lifeguard Wealth, LLC
Lifeguard Wealth, LLC (CRD# 164188) is a financial advisory firm headquartered in San Rafael, CA. They manage $35,074,214 in 70 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management35MILLION
Total Number of Accounts70ACCOUNTS
Average Account Value$501,060
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joseph Delaney (CRD# 1741821) is an Investment Advisor Representative working at Lifeguard Wealth, LLC in San Rafael, CA and has over 14 years of experience in the finance industry.