Napa Wealth Management

Napa Wealth Management (CRD# 137724) is a financial advisory firm headquartered in Napa, CA. They manage $232,140,377 in 222 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1836 Second Street, Napa, CA 94559
https://www.linkedin.com/in/tim-ayles-cepa/
By the Numbers
  • Total Assets Under Management
    232
    MILLION
  • Total Number of Accounts
    222
    ACCOUNTS
  • Average Account Value
    $1,045,677
Compensation Options
  • A percentage of assets under your management
  • 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
  • Other
Types of Clients
Registered States
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 Ayles, financial advisor Napa CA
Timothy L. Ayles
CRD#: 5549384
1836 Second Street, Napa, CA 94559

Timothy Ayles (CRD# 5549384) is an Investment Advisor Representative working at Napa Wealth Management in Napa, CA and has over 14 years of experience in the finance industry.

2
Robert Blanusa, financial advisor Napa CA
Robert J. Blanusa
CRD#: 4644459
1836 Second Street, Napa, CA 94559

Robert Blanusa (CRD# 4644459) is an Investment Advisor Representative working at Napa Wealth Management in Napa, CA and has over 20 years of experience in the finance industry.

3
George McCuen, financial advisor Napa CA
George P. McCuen
CRD#: 1643713
1836 Second Street, Napa, CA 94559

George McCuen (CRD# 1643713) is an Investment Advisor Representative working at Napa Wealth Management in Napa, CA and has over 31 years of experience in the finance industry.

4
Tonya West, financial advisor Napa CA
Tonya West
CRD#: 5713706
1836 Second Street, Napa, CA 94559

Tonya West (CRD# 5713706) is an Investment Advisor Representative working at Napa Wealth Management in Napa, CA and has over 8 years of experience in the finance industry.

5
Patrick McCuen, financial advisor Napa CA
Patrick A. McCuen
CRD#: 5861873
1836 Second Street, Napa, CA 94559

Patrick McCuen (CRD# 5861873) is an Investment Advisor Representative working at Napa Wealth Management in Napa, CA and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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