# SIENA WEALTH MANAGEMENT, INC.

SIENA WEALTH MANAGEMENT, INC. of SAN JOSE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 146902
- Type: SEC-registered investment adviser
- SEC file number: 801-69178
- Location: 1550 THE ALAMEDA, SUITE 125, SAN JOSE, CA, 95126
- Phone: 408-244-3800
- Latest filing: 2019-03-21
- Regulatory AUM: $234.7M
- Non-discretionary AUM: $234.7M
- Clients: 5
- Accounts: 888

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| WEAKLEY MICHAEL ALEN | INVESTMENT ADVISER REPRESENTATIVE; PRESIDENT, CHIEF COMPLIANCE OFFICER, SOLE OWNER | — |
| DEMKO MICHAEL DAVID | INVESTMENT ADVISER REPRESENTATIVE | — |
| HOWARD RONALD JAY | INVESTMENT ADVISER REPRESENTATIVE; PRESIDENT, CHIEF COMPLIANCE OFFICER, SOLE OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146902/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146902/similar
- Related entities: https://search.stillhousedata.com/firm/146902/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146902

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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.