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ATWIMA WEALTH MANAGEMENT LLC
CRD 333085
3400 COTTAGE WAY, STE G2, SACRAMENTO, CA, 95825, United States
Phone
2134591400
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$712K
Discretionary AUM
$712K
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $712K |
All web addresses on file
Official SEC filing: View on IAPD