Wine Country Wealth Management, LLC
Wine Country Wealth Management, LLC (CRD# 153076) is a financial advisory firm headquartered in , . They manage $653,134 in 7 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts7ACCOUNTS
Average Account Value$93,305
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
Alice King (CRD# 5761635) is an Investment Advisor Representative working at Wine Country Wealth Management, LLC in Petaluma, CA and has over 8 years of experience in the finance industry.