Zrc Wealth Management, LLC

Zrc Wealth Management, LLC (CRD# 123971) is a financial advisory firm headquartered in Santa Rosa, CA. They manage $140,100,000 in 373 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    373
    ACCOUNTS
  • Average Account Value
    $375,603
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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 Zrc Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
John L. Davis
CRD#: 4157021
3510 Unocal Place, Suite 350, Santa Rosa, CA 95403
96
Wealthminder
score

John Davis (CRD# 4157021) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has over 17 years of experience in the finance industry. John Davis 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
Barry N. Mendelson
CRD#: 2531235
3510 Unocal Place, Suite 350, Santa Rosa, CA 95403
96
Wealthminder
score

Barry Mendelson (CRD# 2531235) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has over 20 years of experience in the finance industry. Barry Mendelson 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.

3
Richard P. Clarke
CRD#: 4621807
3510 Unocal Place, Suite 350, Santa Rosa, CA 95403
93
Wealthminder
score

Richard Clarke (CRD# 4621807) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has over 18 years of experience in the finance industry.

4
Ryan K. Kosakura
CRD#: 6427822
3510 Unocal Place, Suite 350, Santa Rosa, CA 95403
90
Wealthminder
score

Ryan Kosakura (CRD# 6427822) is an Investment Advisor Representative working at Zrc Wealth Management, LLC in Santa Rosa, CA and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.