Wealth Innovation

Wealth Innovation (CRD# 321716) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $14,098,912 in 37 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Righetti Ranch Road, San Luis Obispo, CA 93401
http://selectinvestmentservices.com
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $381,052
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
The map below shows states where this firm has explicit registration only.

CA, LA

Financial Advisors at Wealth Innovation
Showing 1 - 2 of 2 top financial advisors.
1
Jon-eric Kronvall, financial advisor San Luis Obispo CA
Jon-eric L. Kronvall
CRD#: 1876180
San Luis Obispo, CA

Jon-eric Kronvall (CRD# 1876180) is an Investment Advisor Representative working at Wealth Innovation in San Luis Obispo, CA and has over 20 years of experience in the finance industry.

2
Michael Vidal, financial advisor San Luis Obispo CA
Michael A. Vidal
CRD#: 4995399
San Luis Obispo, CA

Michael Vidal (CRD# 4995399) is an Investment Advisor Representative working at Wealth Innovation in San Luis Obispo, CA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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