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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $501,060
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CA

Financial Advisors at Lifeguard Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph P. Delaney
CRD#: 1741821
1010 B Street, Suite 323, San Rafael, CA 94901
93
Wealthminder
score

Joseph Delaney (CRD# 1741821) is an Investment Advisor Representative working at Lifeguard Wealth, LLC in San Rafael, CA and has over 13 years of experience in the finance industry.

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