Be advised. This firm is no longer registered.

Rina Wealth Management Services LLC

Rina Wealth Management Services LLC (CRD# 288688) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $205,921,704 in 452 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
201 North Civic Dr., Suite 220, Walnut Creek, CA 94596
http://www.rinawealth.com
By the Numbers
  • Total Assets Under Management
    206
    MILLION
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $455,579
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Rina Wealth Management Services LLC
No Advisor Found.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals