SUNPATH FINANCIAL
Newport Beach, CA
AUM
$4.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-649-4779
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
158 advisers found
HALL FINANCIAL WELLNESS
Newport Beach, CA
AUM
$3.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
213-787-4015
YAYATI ASSET MANAGEMENT, LLC
Newport Beach, CA
AUM
$3.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
949-996-3200
AIONIOS CAPITAL PARTNERS, LLC
Newport Beach, CA
AUM
$2.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(949) 432-6149
SHOREBIRD, LLC
Newport Beach, CA
AUM
$1.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
951-216-9355
XWEALTH
Newport Beach, CA
AUM
$480K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(714) 944-7587
PRUVISE
Newport Beach, CA
AUM
$150K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-798-5744
WING
Newport Beach, CA
AUM
$128K
Financial Planning
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
9492099584
EMERALD WEALTH MANAGEMENT, INC.
Newport Beach, CA
AUM
$15K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(800) 676-9754
FAMILY WEALTH STRATEGISTS, LLC
Newport Beach, CA
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
949-503-0097
GREEN STREET
Newport Beach, CA
AUM
—
Trusts & Estates
Team
12 advisors
Clients
—
Fees
Fixed fees; NEGOTIATED FEES
949-640-8780
HOLT INVESTMENT PARTNERS LLC
Newport Beach, CA
AUM
$0
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(949) 342-5405