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MOLANO WEALTH MANAGEMENT
MOLANO, DAVID
CRD 323967
525 W MAIN ST., SUITE 120-1193, VISALIA, CA, 93291, United States
Phone
559-348-7038
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$960K
Discretionary AUM
$960K
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $960K |
All web addresses on file
Official SEC filing: View on IAPD