THINK WEALTH, LLC

THINK WEALTH, LLC of VALENCIA, CA is an SEC-registered investment adviser (CRD 293236). Regulatory assets under management: $4.8M.

Registration

• CRD: 293236
• Type: Registered investment adviser
• Location: 27018 MONTEREY AVE, VALENCIA, CA, 91355
• Phone: 925-202-6000
• Latest filing: 2026-04-30
• Regulatory AUM: $4.8M
• Discretionary AUM: $4.8M
• Clients: 3
• Accounts: 110

Business model

Compensation: % of AUM.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 293236 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search