MOLANO WEALTH MANAGEMENT
Firm details
- Headquarters
- VISALIA, California
- CRD number
- 323967
- Website
- www.molanowealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Molano Wealth Management operates as a sole proprietorship and is registered as an independent RIA serving individual and family clients. The firm is owner-operated and does not act as a capital allocator. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Fee arrangements include a combination of percentage-of-AUM billing, hourly charges, and fixed fees. The adviser is not an active ESG investor and does not identify as a multi-state or newly formed adviser.
Assets & Accounts
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
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents5%
Contacts
2 of 2James Payne
Investment Advisor RepresentativeCRD 8239364
DAVID MOLANO
Financial PlannerCRD 6014861
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
VISALIA, CA
TULARE
Location
VISALIA, CA
Headquartered in VISALIA, CA, in the West of the United States.
- Region
- West
- County
- TULARE
- Address
- 525 W Main St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
SEQUOIA FINANCIAL, LLC
RIAVISALIA, CA
QUINLEY STEWARDSHIP LLC
RIAVISALIA, CA
GILMAN HARRIS TRAVIOLI SLOVER ACCOUNTANCY CORPORATION
RIAVISALIA, CA
ASYMMETRIC ADVISORS
RIAALISO VIEJO, CA
THE FINANCIAL ARCHITECTS WEALTH MANAGEMENT LLC
RIACHINO HILLS, CA
WHELAN CAPITAL MANGEMENT
RIAMENLO PARK, CA