# RINA WEALTH MANAGEMENT SERVICES LLC

RINA WEALTH MANAGEMENT SERVICES LLC of WALNUT CREEK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 288688
- Type: SEC-registered investment adviser
- SEC file number: 801-121226
- Location: 201 NORTH CIVIC DR., SUITE 220, WALNUT CREEK, CA, 94596
- Phone: 925-210-2180
- Latest filing: 2022-06-06
- Regulatory AUM: $205.9M
- Discretionary AUM: $132.4M
- Non-discretionary AUM: $73.6M
- Clients: 3
- Accounts: 452

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| NEFF CHARLES THOMAS | EXECUTIVE OFFICER | — |
| Jemmott Brenda Colburn | CHIEF COMPLIANCE OFFICER | — |
| WEERAMANTRY ROSHAN MAHENDRA | MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288688/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288688/similar
- Related entities: https://search.stillhousedata.com/firm/288688/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288688

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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.