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MEDIA WEALTH
1646 N. California Blvd.
Suite 320
Walnut Creek, California 94596
Tel: 650-252-0550
About MEDIA WEALTH
MEDIA WEALTH, formally registered with the SEC as MEDIA WEALTH. The firm was established in 05/01/2020. They have over 3 offices throughout the country.
MEDIA WEALTH is a Walnut Creek, California based Financial Planning firm with nearly $109,363,530 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 308446 |
| SEC# | 801-118648 |
| Assets Managed by Firm | $109,363,530 |
| No. of Clients | 15 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS.)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (INSURANCE SOLUTIONS.)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 15 | $109,363,530 |
| Individuals (other than high net worth individuals) | 10 | $7,199,338 |
| High net worth individuals | 5 | $102,164,192 |
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