Surevest Wealth Management

Surevest Wealth Management (CRD# 122369) is a financial advisory firm headquartered in Phoenix, AZ. They manage $111,214,304 in 410 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    410
    ACCOUNTS
  • Average Account Value
    $271,254
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
  • 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.

AZ, CA, FL, NJ, NV, NY, TX

Financial Advisors at Surevest Wealth Management
Showing 1 - 10 of 10 top financial advisors.
1
Haddy A. Homampour
CRD#: 5436620
419 31st St., Ste. B, Newport Beach, CA 92660
96
Wealthminder
score

Haddy Homampour (CRD# 5436620) is an Investment Advisor Representative working at Surevest Wealth Management in Newport Beach, CA and has over 9 years of experience in the finance industry. Haddy Homampour 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.

2
Christina J. Mangino
CRD#: 4935878
6980 O'bannon Drive, Suite 300, Las Vegas, NV 89117
96
Wealthminder
score

Christina Mangino (CRD# 4935878) is an Investment Advisor Representative working at Surevest Wealth Management in Las Vegas, NV and has over 13 years of experience in the finance industry. Christina Mangino 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.

3
Robert J. Luna
CRD#: 3165706
9841 E. Bell Road #140, Scottsdale, AZ 85260
93
Wealthminder
score

Robert Luna (CRD# 3165706) is an Investment Advisor Representative working at Surevest Wealth Management in Scottsdale, AZ and has over 19 years of experience in the finance industry.

4
Brandon J. Nachman
CRD#: 5433146
2425 E. Camelback Road, Suite 890, Phoenix, AZ 85016
93
Wealthminder
score

Brandon Nachman (CRD# 5433146) is an Investment Advisor Representative working at Surevest Wealth Management in Phoenix, AZ and has over 10 years of experience in the finance industry.

5
Gabriel D. Bergman
CRD#: 1929617
47 Sconset Ln, Irvine, CA 92620
87
Wealthminder
score

Gabriel Bergman (CRD# 1929617) is an Investment Advisor Representative working at Surevest Wealth Management in Irvine, CA and has 1 year of experience in the finance industry.

6
Luis A. Galdamez
CRD#: 4658261
419 31st Street, Suite 8, Newport Beach, CA 92660
84
Wealthminder
score

Luis Galdamez (CRD# 4658261) is an Investment Advisor Representative working at Surevest Wealth Management in Newport Beach, CA and has over 14 years of experience in the finance industry. Luis Galdamez 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.

7
Lisa C. Chastain
CRD#: 6192929
9115 West Russell Road, Suite 120, Las Vegas, NV 89148
77
Wealthminder
score

Lisa Chastain (CRD# 6192929) is an Investment Advisor Representative working at Surevest Wealth Management in Las Vegas, NV and has over 2 years of experience in the finance industry.

8
Tina M. Swail
CRD#: 6640077
2425 E. Camelback Road, Suite 890, Phoenix, AZ 85016
76
Wealthminder
score

Tina Swail (CRD# 6640077) is an Investment Advisor Representative working at Surevest Wealth Management in Phoenix, AZ and has 1 year of experience in the finance industry.

9
Jennifer L. Jacobi
CRD#: 4192052
2425 E. Camelback Road, Suite 890, Phoenix, AZ 85016
73
Wealthminder
score

Jennifer Jacobi (CRD# 4192052) is an Investment Advisor Representative working at Surevest Wealth Management in Phoenix, AZ and has over 16 years of experience in the finance industry.

10
Jeremy A. Kisner
CRD#: 2052115
2425 E. Camelback Road, Suite 890, Phoenix, AZ 85016
66
Wealthminder
score

Jeremy Kisner (CRD# 2052115) is an Investment Advisor Representative working at Surevest Wealth Management in Phoenix, AZ and has over 12 years of experience in the finance industry. Jeremy Kisner 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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