NAPA VALLEY WEALTH MANAGEMENT, INC.
Legal name: NAPA VALLEY WEALTH MANAGEMENT
CRD #121158 SEC #801-62343 ST. HELENA, CA 707-963-5096
SEC Registered
Total AUM
$349.6M
Discretionary
$349.6M
Employees
5
Clients
251
Accounts
391
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2022 | $349.6M | $349.6M | $0 | 5 | 4 |
| Apr 2021 | $302.8M | $298.6M | $4.1M | 5 | 3 |
| Mar 2021 | $302.8M | $298.6M | $4.1M | 5 | 3 |
| Jan 2021 | $260.6M | $260.6M | $0 | 6 | 3 |
| Jun 2020 | $260.6M | $260.6M | $0 | 6 | 3 |
| Jun 2020 | $260.6M | $260.6M | $0 | 6 | 3 |
| Apr 2020 | $260.6M | $260.6M | $0 | 6 | 3 |
| May 2019 | $216.3M | $216.3M | $0 | 6 | 3 |
| Mar 2019 | $216.3M | $216.3M | $0 | 6 | 3 |
| Mar 2018 | $252.1M | $252.1M | $0 | 6 | 15 |
| Mar 2017 | $213.5M | $213.5M | $0 | 4 | 285 |
| Jan 2017 | $186M | $186M | $0 | 4 | 285 |
| Mar 2016 | $186M | $186M | $0 | 4 | 285 |
| Mar 2015 | $182.3M | $182.3M | $0 | 4 | 200 |
| Sep 2014 | $185.8M | $185.8M | $0 | 5 | 200 |
| Mar 2014 | $185.8M | $185.8M | $0 | 5 | 200 |
| Nov 2013 | $156.7M | $156.7M | $0 | 8 | 200 |
| Oct 2013 | $156.7M | $156.7M | $0 | 8 | 200 |
| Oct 2013 | $156.7M | $156.7M | $0 | 8 | 200 |
| Jun 2013 | $156.7M | $156.7M | $0 | 8 | 200 |
| Mar 2013 | $156.7M | $156.7M | $0 | 8 | 200 |
| Mar 2012 | $147M | $147M | $0 | 1 | 200 |
| Jun 2011 | $131.4M | $131.4M | $0 | 5 | -- |
| Mar 2011 | $131.4M | $131.4M | $0 | 5 | -- |
| Jun 2010 | $118.3M | $118.3M | $0 | 5 | -- |
| Jun 2010 | $118.3M | $118.3M | $0 | 5 | -- |
| Mar 2010 | $118.3M | $118.3M | $0 | 5 | -- |
| Mar 2007 | $60M | $50M | $10M | 10 | -- |
| Sep 2005 | $67M | $65M | $2M | 5 | -- |
| Oct 2003 | $35M | $35M | $0 | 5 | -- |
DateFeb 2022
Total AUM$349.6M
Discretionary$349.6M
Non-Disc.$0
Employees5
Clients4
DateApr 2021
Total AUM$302.8M
Discretionary$298.6M
Non-Disc.$4.1M
Employees5
Clients3
DateMar 2021
Total AUM$302.8M
Discretionary$298.6M
Non-Disc.$4.1M
Employees5
Clients3
DateJan 2021
Total AUM$260.6M
Discretionary$260.6M
Non-Disc.$0
Employees6
Clients3
DateJun 2020
Total AUM$260.6M
Discretionary$260.6M
Non-Disc.$0
Employees6
Clients3
DateJun 2020
Total AUM$260.6M
Discretionary$260.6M
Non-Disc.$0
Employees6
Clients3
DateApr 2020
Total AUM$260.6M
Discretionary$260.6M
Non-Disc.$0
Employees6
Clients3
DateMay 2019
Total AUM$216.3M
Discretionary$216.3M
Non-Disc.$0
Employees6
Clients3
DateMar 2019
Total AUM$216.3M
Discretionary$216.3M
Non-Disc.$0
Employees6
Clients3
DateMar 2018
Total AUM$252.1M
Discretionary$252.1M
Non-Disc.$0
Employees6
Clients15
DateMar 2017
Total AUM$213.5M
Discretionary$213.5M
Non-Disc.$0
Employees4
Clients285
DateJan 2017
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees4
Clients285
DateMar 2016
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees4
Clients285
DateMar 2015
Total AUM$182.3M
Discretionary$182.3M
Non-Disc.$0
Employees4
Clients200
DateSep 2014
Total AUM$185.8M
Discretionary$185.8M
Non-Disc.$0
Employees5
Clients200
DateMar 2014
Total AUM$185.8M
Discretionary$185.8M
Non-Disc.$0
Employees5
Clients200
DateNov 2013
Total AUM$156.7M
Discretionary$156.7M
Non-Disc.$0
Employees8
Clients200
DateOct 2013
Total AUM$156.7M
Discretionary$156.7M
Non-Disc.$0
Employees8
Clients200
DateOct 2013
Total AUM$156.7M
Discretionary$156.7M
Non-Disc.$0
Employees8
Clients200
DateJun 2013
Total AUM$156.7M
Discretionary$156.7M
Non-Disc.$0
Employees8
Clients200
DateMar 2013
Total AUM$156.7M
Discretionary$156.7M
Non-Disc.$0
Employees8
Clients200
DateMar 2012
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees1
Clients200
DateJun 2011
Total AUM$131.4M
Discretionary$131.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$131.4M
Discretionary$131.4M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$118.3M
Discretionary$118.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$60M
Discretionary$50M
Non-Disc.$10M
Employees10
Clients--
DateSep 2005
Total AUM$67M
Discretionary$65M
Non-Disc.$2M
Employees5
Clients--
DateOct 2003
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--