Wrapmanager Inc.

Wrapmanager Inc. (CRD# 108834) is a financial advisory firm headquartered in San Francisco, CA. They manage $282,275,368 in 601 accounts and serve the financial needs of clients across 48 states (or territories).

By the Numbers
  • Total Assets Under Management
    282
    MILLION
  • Total Number of Accounts
    601
    ACCOUNTS
  • Average Account Value
    $469,676
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Wrapmanager Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Seton McAndrews
CRD#: 5002648
703 Market St, 18th Floor, San Francisco, CA 94103
96
Wealthminder
score

Seton McAndrews (CRD# 5002648) is an Investment Advisor Representative working at Wrapmanager Inc. in San Francisco, CA and has over 11 years of experience in the finance industry. Seton McAndrews has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Valerie D. Devol
CRD#: 3193896
703 Market St, 18th Floor, San Francisco, CA 94103
93
Wealthminder
score

Valerie Devol (CRD# 3193896) is an Investment Advisor Representative working at Wrapmanager Inc. in San Francisco, CA and has over 16 years of experience in the finance industry.

3
Thomas A. Graber
CRD#: 2008052
703 Market St, 18th Floor, San Francisco, CA 94103
93
Wealthminder
score

Thomas Graber (CRD# 2008052) is an Investment Advisor Representative working at Wrapmanager Inc. in San Francisco, CA and has over 26 years of experience in the finance industry.

4
Michael J. Oconnor
CRD#: 3104084
703 Market St, 18th Floor, San Francisco, CA 94103
93
Wealthminder
score

Michael Oconnor (CRD# 3104084) is an Investment Advisor Representative working at Wrapmanager Inc. in San Francisco, CA and has over 18 years of experience in the finance industry.

5
Kevin P. Roche
CRD#: 5279663
703 Market St, 18th Floor, San Francisco, CA 94103
93
Wealthminder
score

Kevin Roche (CRD# 5279663) is an Investment Advisor Representative working at Wrapmanager Inc. in San Francisco, CA and has over 8 years of experience in the finance industry.

6
Gabriel F. Burczyk
CRD#: 1537995
703 Market Street, 18th Floor, San Francisco, CA 94103
83
Wealthminder
score

Gabriel Burczyk (CRD# 1537995) is an Investment Advisor Representative working at Wrapmanager Inc. in San Francisco, CA and has over 28 years of experience in the finance industry.

7
Katie L. O'connor
CRD#: 6260799
703 Market St, 18th Floor, San Francisco, CA 94103
64
Wealthminder
score

Katie O'connor (CRD# 6260799) is an Investment Advisor Representative working at Wrapmanager Inc. in San Francisco, CA and has over 2 years of experience in the finance industry.

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