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SARANAP WEALTH ADVISORS
SARANAP WEALTH ADVISORS, LLC
CRD 284277
1212 BROADWAY PLAZA, SUITE 2100, WALNUT CREEK, CA, 94596, United States
Phone
(925) 482-6590
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$80.8M
Discretionary AUM
$80.8M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $15.0M |
| High net worth individuals | 17 | $62.6M |
| Pension/profit sharing plans | 2 | $3.2M |
All web addresses on file
Official SEC filing: View on IAPD