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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 23, 2022
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CRANE, KELLY, FARWELL | I | OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CRANE, KELLY, FARWELL | I | OWNER, CHIEF COMPLIANCE OFFICER | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CRANE, KELLY, FARWELL | I | OWNER | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT | E | Control |
| CRANE, KELLY, FARWELL | I | CCO | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT | E | Control |
| CRANE, KELLY, FARWELL | I | CCO | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT | E | Control |
| CRANE, KELLY, FARWELL | I | CCO | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT | E | Control |
| CRANE, KELLY, FARWELL | I | CCO | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT | E | Control |
| CRANE, KELLY, FARWELL | I | CCO | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT | E | Control |
| CRANE, KELLY, FARWELL | I | CCO | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT | E | Control |
| CRANE, KELLY, FARWELL | I | CCO | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT | E | Control |
| CRANE, KELLY, FARWELL | I | CCO | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT | E | Control |
| CRANE, KELLY, FARWELL | I | CCO | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT | E | Control |
| CRANE, KELLY, FARWELL | I | CCO | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT | E | Control |
| CRANE, KELLY, FARWELL | I | CCO | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT | E | Control |
| CRANE, KELLY, FARWELL | I | CCO | E | Control |
| CRANE, KELLY, FARWELL | I | PRESIDENT | E | Control |
| CRANE, KELLY, FARWELL | I | CCO | E | Control |
Registrations
Federal
IA
Feb 23, 2022 REGISTERED
Notice Filings (1)
CA
Address
1127 POPE STREETSUITE 101
ST. HELENA, CA 94574
United States
Phone: 707-963-5096