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).
Total Assets Under Management5MILLION
Total Number of Accounts15ACCOUNTS
Average Account Value$343,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
David Gold (CRD# 1409107) is an Investment Advisor Representative working at Newleaf Wealth Management, LLC in San Ramon, CA and has over 18 years of experience in the finance industry.