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 18 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 28 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 30 years of experience in the finance industry.

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