RINA WEALTH MANAGEMENT SERVICES LLC
CRD #288688 SEC #801-121226 WALNUT CREEK, CA 925-210-2180
SEC Registered
Total AUM
$205.9M
Discretionary
$132.4M
Employees
2
Clients
101
Accounts
452
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 1, 2022
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Jemmott, Brenda, Colburn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Jemmott, Brenda, Colburn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Jemmott, Brenda, Colburn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Jemmott, Brenda, Colburn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Jemmott, Brenda, Colburn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Jemmott, Brenda, Colburn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Jemmott, Brenda, Colburn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Jemmott, Brenda, Colburn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Neff, Thomas | I | EXECUTIVE OFFICER | NA | Control |
| Neff, Thomas | I | EXECUTIVE OFFICER | NA | Control |
| Neff, Thomas | I | EXECUTIVE OFFICER | NA | Control |
| Neff, Thomas | I | EXECUTIVE OFFICER | NA | Control |
| Neff, Thomas | I | EXECUTIVE OFFICER | NA | Control |
| Neff, Thomas | I | EXECUTIVE OFFICER | NA | Control |
| Neff, Thomas | I | EXECUTIVE OFFICER | NA | Control |
| Neff, Thomas | I | EXECUTIVE OFFICER | NA | Control |
| WEERAMANTRY, ROSHAN, MAHENDRA | I | MANAGER | NA | Control |
| WEERAMANTRY, ROSHAN, MAHENDRA | I | MANAGER | NA | Control |
| WEERAMANTRY, ROSHAN, MAHENDRA | I | MANAGER | NA | Control |
| WEERAMANTRY, ROSHAN, MAHENDRA | I | MANAGER | NA | Control |
| RINA ACCOUNTANCY CORPORATION | DE | SOLE OWNER | E | Control |
| RINA ACCOUNTANCY CORPORATION | DE | SOLE OWNER | E | Control |
| RINA ACCOUNTANCY CORPORATION | DE | SOLE OWNER | E | Control |
| RINA ACCOUNTANCY CORPORATION | DE | SOLE OWNER | E | Control |
| RINA ACCOUNTANCY CORPORATION | DE | SOLE OWNER | E | Control |
| RINA ACCOUNTANCY CORPORATION | DE | SOLE OWNER | E | Control |
| RINA ACCOUNTANCY CORPORATION | DE | SOLE OWNER | E | Control |
| RINA ACCOUNTANCY CORPORATION | DE | SOLE OWNER | E | Control |
Registrations
Federal
IA
Jun 1, 2022 REGISTERED
Notice Filings (1)
CA
Address
201 NORTH CIVIC DR.SUITE 220
WALNUT CREEK, CA 94596
United States
Phone: 925-210-2180