Wasi
Wasi (CRD# 131689) is a financial advisory firm headquartered in Mill Valley, CA. They manage $33,146,001 in 600 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management33MILLION
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Total Number of Accounts600ACCOUNTS
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Average Account Value$55,243
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

Registered Investment Advisor
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
1
Renee Conrady (CRD# 4834895) is an Investment Advisor Representative working at Wasi in San Francisco, CA and has over 13 years of experience in the finance industry.
2
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 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.
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