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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $93,305
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
  • 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, TX

Financial Advisors at Wine Country Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alice C. King
CRD#: 5761635
Petaluma, CA
100
Wealthminder
score

Alice King (CRD# 5761635) is an Investment Advisor Representative working at Wine Country Wealth Management, LLC in Petaluma, CA and has over 6 years of experience in the finance industry.

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