Newleaf Wealth Management, LLC

Newleaf Wealth Management, LLC (CRD# 169136) is a financial advisory firm headquartered in , . They manage $22,094,962 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $631,285
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Newleaf Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Gold, financial advisor San Ramon CA
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 24 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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