Grape Modern Wealth Management
Firm details
- Headquarters
- Temecula, California
- CRD number
- 319261
- Website
- www.investgrape.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals56.76%
- HNWI43.24%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Grape Modern Wealth Management is an independent, privately owned registered investment adviser operating as a corporation. The firm focuses on financial planning and portfolio management for individuals, families and small-business clients, charging fees as a percentage of assets under management. It does not identify as an active ESG investor, is not multi-state in its adviser registration status, and is not structured as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- US Government Bonds18%
- Investment Grade Corp Bonds18%
- Cash & Cash Equivalents4%
Contacts
2 of 2
Alexander Newman
FounderCRD 6015559
John Newman
ShareholderCRD 7513960
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Temecula, CA
Riverside
Location
Temecula, CA
Headquartered in Temecula, CA, anchoring the Riverside-San Bernardino-Ontario, CA metro in the West.
- Metro area
- Riverside-San Bernardino-Ontario, CA
- Region
- West
- County
- Riverside
- Address
- 31285 Temecula Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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