NAPA VALLEY WEALTH MANAGEMENT, INC.
NAPA VALLEY WEALTH MANAGEMENT, INC. of ST. HELENA, CA is an SEC-registered investment adviser (CRD 121158). Regulatory assets under management: $349.6M.
Registration
- CRD: 121158
- SEC file number: 801-62343
- Type: Registered investment adviser
- Location: 1127 POPE STREET, SUITE 101, ST. HELENA, CA, 94574
- Phone: 707-963-5096
- Latest filing: 2022-02-23
- Regulatory AUM: $349.6M
- Discretionary AUM: $349.6M
- Clients: 5
- Accounts: 391
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| CRANE KELLY FARWELL | CCO; OWNER; OWNER, CHIEF COMPLIANCE OFFICER (+2 more) | — |
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