Wasi

Wasi (CRD# 131689) is a financial advisory firm headquartered in Mill Valley, CA. They manage $31,884,429 in 600 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    600
    ACCOUNTS
  • Average Account Value
    $53,141
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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 Wasi
Showing 1 - 3 of 3 top financial advisors.
1
Renee M. Conrady
CRD#: 4834895
432 Clement Street, San Francisco, CA 94118
93
Wealthminder
score

Renee Conrady (CRD# 4834895) is an Investment Advisor Representative working at Wasi in San Francisco, CA and has over 12 years of experience in the finance industry.

2
John A. Franzese
CRD#: 1639526
432 Clement Street, San Francisco, CA 94118
87
Wealthminder
score

John Franzese (CRD# 1639526) is an Investment Advisor Representative working at Wasi in San Francisco, CA and has 1 year of experience in the finance industry.

3
George B. Gordon
CRD#: 1027934
432 Clement Street, San Francisco, CA 94118
87
Wealthminder
score

George Gordon (CRD# 1027934) is an Investment Advisor Representative working at Wasi in San Francisco, CA and has 1 year of experience in the finance industry.

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