Napa Valley Wealth Management

Napa Valley Wealth Management (CRD# 121158) is a financial advisory firm headquartered in Saint Helena, CA. They manage $213,542,000 in 824 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    214
    MILLION
  • Total Number of Accounts
    824
    ACCOUNTS
  • Average Account Value
    $259,153
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 - 4 of 4 top financial advisors.
1
Earl A. Knecht
CRD#: 4156778
1127 Pope Street, Suite 101, Saint Helena, CA 94574
96
Wealthminder
score

Earl Knecht (CRD# 4156778) is an Investment Advisor Representative working at Napa Valley Wealth Management in Saint Helena, CA and has over 17 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.

2
Robert M. Lance
CRD#: 4415583
2255 Contra Costa Boulevard, Suite 312, Pleasant Hill, CA 94523
93
Wealthminder
score

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.

3
Reed K. Scott
CRD#: 2978240
2255 Contra Costa Boulevard, Suite 312, Pleasant Hill, CA 94523
93
Wealthminder
score

Reed Scott (CRD# 2978240) is an Investment Advisor Representative working at Napa Valley Wealth Management in Pleasant Hill, CA and has over 12 years of experience in the finance industry.

4
Kelly F. Crane
CRD#: 1236296
1127 Pope Street, Suite 101, Saint Helena, CA 94574
84
Wealthminder
score

Kelly Crane (CRD# 1236296) is an Investment Advisor Representative working at Napa Valley Wealth Management in Saint Helena, CA and has over 33 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.

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