← Back to searchVisit website
GRAPE MODERN WEALTH MANAGEMENT
CRD 319261
31285 TEMECULA PARKWAY, SUITE C8-235, TEMECULA, CA, 92592, United States
Phone
951-500-5730
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$38.6M
Discretionary AUM
$36.4M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 134 | $21.9M |
| High net worth individuals | 11 | $16.7M |
All web addresses on file
Official SEC filing: View on IAPD