WORKLIFE VENTURES MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WALNUT, California
CRD number
321047
Registered since
August 9, 2022

Firm profile

FINTRX

Overview

Worklife Ventures Management, LLC is a limited liability company that registered with the SEC in 2022 and is owned by an individual. The firm is not classified under a specific advisor subtype in the source data. Its stated role is primarily as sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional multi-state advisory firm or capital allocator. The firm is not identified as an active ESG investor, does not serve as a pension consultant, and is not listed as a related adviser to other firms. Its operating profile points to a manager that organizes and runs private pooled vehicles rather than providing broad public-facing advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • BRIANNE KIMMEL

    Founder & Managing PartnerCRD 7157614

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WALNUT, CA

LOS ANGELES

Location

WALNUT, CA

Headquartered in WALNUT, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
340 S Lemon Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth