Rai Wealth Management

Rai Wealth Management (CRD# 277137) is a financial advisory firm headquartered in Fullerton, CA. They manage $74,113,125 in 409 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    409
    ACCOUNTS
  • Average Account Value
    $181,206
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Other
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

Financial Advisors at Rai Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Terri Grassi
CRD#: 3069908
110 E. Wilshire Ave., Suite 307, Fullerton, CA 92832
93
Wealthminder
score

Terri Grassi (CRD# 3069908) is an Investment Advisor Representative working at Rai Wealth Management in Fullerton, CA and has over 19 years of experience in the finance industry.

2
Francis N. Kredit
CRD#: 1646785
110 E. Wilshire Ave., Suite 307, Fullerton, CA 92832
93
Wealthminder
score

Francis Kredit (CRD# 1646785) is an Investment Advisor Representative working at Rai Wealth Management in Fullerton, CA and has over 29 years of experience in the finance industry.

3
James P. Ripley
CRD#: 1769858
110 E. Wilshire Ave., Suite 307, Fullerton, CA 92832
90
Wealthminder
score

James Ripley (CRD# 1769858) is an Investment Advisor Representative working at Rai Wealth Management in Fullerton, CA and has 1 year of experience in the finance industry. James Ripley 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.

4
J H. Richey
CRD#: 736448
110 E. Wilshire Ave., Suite 307, Fullerton, CA 92832
73
Wealthminder
score

J Richey (CRD# 736448) is an Investment Advisor Representative working at Rai Wealth Management in Fullerton, CA and has over 31 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.