ATWIMA WEALTH MANAGEMENT LLC

ATWIMA WEALTH MANAGEMENT LLC of SACRAMENTO, CA is an SEC-registered investment adviser (CRD 333085). Regulatory assets under management: $712K.

Registration

• CRD: 333085
• Type: Registered investment adviser
• Location: 3400 COTTAGE WAY, SACRAMENTO, CA, 95825
• Phone: 2134591400
• Latest filing: 2026-06-02
• Regulatory AUM: $712K
• Discretionary AUM: $712K
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Fixed.

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 333085 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search