SARANAP WEALTH ADVISORS

SARANAP WEALTH ADVISORS of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 284277). Regulatory assets under management: $80.8M.

Registration

• CRD: 284277
• Type: Registered investment adviser
• Location: 1212 BROADWAY PLAZA, WALNUT CREEK, CA, 94596
• Phone: (925) 482-6590
• Latest filing: 2026-03-20
• Regulatory AUM: $80.8M
• Discretionary AUM: $80.8M
• Clients: 1
• Accounts: 163

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284277 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search