Napa Valley Wealth Management

Napa Valley Wealth Management (CRD# 121158) is a financial advisory firm headquartered in St. Helena, CA. They manage $186,000,000 in 283 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
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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.


Financial Advisors at Napa Valley Wealth Management
Showing 1 - 1 of 1 top financial advisors.
Robert M. Lance
CRD#: 4415583
2255 Contra Costa Boulevard, Suite 312, Pleasant Hill, CA 94523

Robert Lance (CRD# 4415583) is an Investment Advisor Representative working at Napa Valley Wealth Management in Pleasant Hill, CA and has over 16 years of experience in the finance industry.

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