RINA WEALTH MANAGEMENT SERVICES LLC

RINA WEALTH MANAGEMENT SERVICES LLC of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 288688). Regulatory assets under management: $205.9M.

Registration

• CRD: 288688
• SEC file number: 801-121226
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288688 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search