Saranap Wealth Advisors
Saranap Wealth Advisors (CRD# 284277) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $62,839,000 in 128 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management63MILLION
-
Total Number of Accounts128ACCOUNTS
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Average Account Value$490,930
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Saranap Wealth Advisors
1
John Knolle (CRD# 6666500) is an Investment Advisor Representative working at Saranap Wealth Advisors in Walnut Creek, CA and has 1 year of experience in the finance industry.
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