# NAPA VALLEY WEALTH MANAGEMENT, INC.

NAPA VALLEY WEALTH MANAGEMENT, INC. of ST. HELENA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 121158
- Type: SEC-registered investment adviser
- SEC file number: 801-62343
- 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) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121158/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121158/similar
- Related entities: https://search.stillhousedata.com/firm/121158/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121158

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.