Siena Wealth Management, Inc.

Siena Wealth Management, Inc. (CRD# 146902) is a financial advisory firm headquartered in San Jose, CA. They manage $244,276,350 in 567 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    244
    MILLION
  • Total Number of Accounts
    567
    ACCOUNTS
  • Average Account Value
    $430,822
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

AZ, CA, MT

Financial Advisors at Siena Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Christopher S. Cox
CRD#: 5267373
1550 The Alameda, Suite 125, San Jose, CA 95126
93
Wealthminder
score

Christopher Cox (CRD# 5267373) is an Investment Advisor Representative working at Siena Wealth Management, Inc. in San Jose, CA and has over 9 years of experience in the finance industry.

2
Ronald J. Howard
CRD#: 251327
1550 The Alameda, Suite 125, San Jose, CA 95126
93
Wealthminder
score

Ronald Howard (CRD# 251327) is an Investment Advisor Representative working at Siena Wealth Management, Inc. in San Jose, CA and has over 28 years of experience in the finance industry.

3
Michael A. Weakley
CRD#: 1022451
1550 The Alameda, Suite 125, San Jose, CA 95126
86
Wealthminder
score

Michael Weakley (CRD# 1022451) is an Investment Advisor Representative working at Siena Wealth Management, Inc. in San Jose, CA and has over 24 years of experience in the finance industry. Michael Weakley 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.

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