NAPA WEALTH MANAGEMENT

1836 Second Street
Napa, California 94559-2328
Tel: (707) 252-1343

About NAPA WEALTH MANAGEMENT

NAPA WEALTH MANAGEMENT, formally registered with the SEC as NAPA WEALTH MANAGEMENT. The firm was established in 10/30/2015. They have over 3 offices throughout the country.

NAPA WEALTH MANAGEMENT is a Napa, California based Financial Planning firm with nearly $232,140,377 assets under management, offering retirement planning & investment advisory services to 222 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	137724
SEC#	801-106825
Assets Managed by Firm	$232,140,377
No. of Clients	222
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops
Other (FINANCIAL CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	222	$232,140,377
Individuals (other than high net worth individuals)	143	$56,043,425
High net worth individuals	74	$172,527,640
Pension and profit sharing plans	5	$3,569,312

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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