Napa Valley Wealth Management

Napa Valley Wealth Management (CRD# 121158) is a financial advisory firm headquartered in St. Helena, CA. They manage $260,560,776 in 1,026 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    261
    MILLION
  • Total Number of Accounts
    1,026
    ACCOUNTS
  • Average Account Value
    $253,958
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.

CA

Financial Advisors at Napa Valley Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
Gulzhan Beisenova
CRD#: 6527532
1127 Pope Street, Suite 101, St. Helena, CA 94574

Gulzhan Beisenova (CRD# 6527532) is an Investment Advisor Representative working at Napa Valley Wealth Management in St. Helena, CA and has over 5 years of experience in the finance industry.

2
Kelly F. Crane
CRD#: 1236296
1127 Pope Street, Suite 101, St. Helena, CA 94574

Kelly Crane (CRD# 1236296) is an Investment Advisor Representative working at Napa Valley Wealth Management in St. Helena, CA and has over 36 years of experience in the finance industry. Kelly Crane has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Earl A. Knecht
CRD#: 4156778
1127 Pope Street, Suite 101, St. Helena, CA 94574

Earl Knecht (CRD# 4156778) is an Investment Advisor Representative working at Napa Valley Wealth Management in St. Helena, CA and has over 20 years of experience in the finance industry. Earl Knecht has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
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 19 years of experience in the finance industry.

5
Robert W. Mauer
CRD#: 5197323
1127 Pope Street, Suite 101, St. Helena, CA 94574

Robert Mauer (CRD# 5197323) is an Investment Advisor Representative working at Napa Valley Wealth Management in St. Helena, CA and has over 2 years of experience in the finance industry.

6
Reed K. Scott
CRD#: 2978240
2255 Contra Costa Boulevard, Suite 312, Pleasant Hill, CA 94523

Reed Scott (CRD# 2978240) is an Investment Advisor Representative working at Napa Valley Wealth Management in Pleasant Hill, CA and has over 14 years of experience in the finance industry.

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