GRAPE MODERN WEALTH MANAGEMENT

GRAPE MODERN WEALTH MANAGEMENT of TEMECULA, CA is an SEC-registered investment adviser (CRD 319261). Regulatory assets under management: $38.6M.

Registration

• CRD: 319261
• Type: Registered investment adviser
• Location: 31285 TEMECULA PARKWAY, TEMECULA, CA, 92592
• Phone: 951-500-5730
• Latest filing: 2026-03-31
• Regulatory AUM: $38.6M
• Discretionary AUM: $36.4M
• Non-discretionary AUM: $2.3M
• Clients: 1
• Accounts: 318

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319261 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search