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).
Total Assets Under Management186MILLION
Total Number of Accounts283ACCOUNTS
Average Account Value$657,244
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
Robert Lance (CRD# 4415583) is an Investment Advisor Representative working at Napa Valley Wealth Management in Pleasant Hill, CA and has over 15 years of experience in the finance industry.