Newleaf Wealth Management, LLC

Newleaf Wealth Management, LLC (CRD# 169136) is a financial advisory firm headquartered in San Ramon, CA. They manage $5,149,995 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.


Financial Advisors at Newleaf Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
David M. Gold
CRD#: 1409107
San Ramon, CA

David Gold (CRD# 1409107) is an Investment Advisor Representative working at Newleaf Wealth Management, LLC in San Ramon, CA and has over 16 years of experience in the finance industry.

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