Napa Wealth Management

Napa Wealth Management (CRD# 137724) is a financial advisory firm headquartered in Napa, CA. They manage $93,231,699 in 407 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    407
    ACCOUNTS
  • Average Account Value
    $229,071
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Educational seminars/workshops
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, TX, WA

Financial Advisors at Napa Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Timothy L. Ayles
CRD#: 5549384
1836 Second Street, Napa, CA 94559
93
Wealthminder
score

Timothy Ayles (CRD# 5549384) is an Investment Advisor Representative working at Napa Wealth Management in Napa, CA and has over 7 years of experience in the finance industry.

2
Robert J. Blanusa
CRD#: 4644459
1836 Second Street, Napa, CA 94559
93
Wealthminder
score

Robert Blanusa (CRD# 4644459) is an Investment Advisor Representative working at Napa Wealth Management in Napa, CA and has over 13 years of experience in the finance industry.

3
Lawrence B. Zuntz
CRD#: 873159
1836 Second Street, Napa, CA 94559
93
Wealthminder
score

Lawrence Zuntz (CRD# 873159) is an Investment Advisor Representative working at Napa Wealth Management in Napa, CA and has over 36 years of experience in the finance industry.

4
Juan M. Gonzalez
CRD#: 6025722
1836 Second Street, Napa, CA 94559
87
Wealthminder
score

Juan Gonzalez (CRD# 6025722) is an Investment Advisor Representative working at Napa Wealth Management in Napa, CA and has 1 year of experience in the finance industry.

5
George P. McCuen
CRD#: 1643713
1836 Second Street, Napa, CA 94559
86
Wealthminder
score

George McCuen (CRD# 1643713) is an Investment Advisor Representative working at Napa Wealth Management in Napa, CA and has over 24 years of experience in the finance industry. George McCuen 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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