Saranap Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$77,672,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
65
26% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
65
HighAverage account size
$1,194,954
About
Saranap Wealth Advisors provides portfolio management with embedded financial planning and investment consultation to individual and high-net-worth clients, as well as to small businesses and retirement plan sponsors. Services include ongoing portfolio supervision, retirement and employee‑benefit reviews, recommendations of third‑party managers or sub‑advisors, and occasional educational workshops for employer groups.
The firm’s investment approach blends fundamental, technical and cyclical analysis and employs strategies such as active asset management, core‑plus‑satellite construction and Modern Portfolio Theory with periodic rebalancing. Portfolios are typically managed on a discretionary basis and the firm conducts due diligence on institutional sub‑advisors and third‑party managers before recommending them to clients.
Compared with many independent advisers, Saranap notably serves pension or profit‑sharing plan clients and small business retirement plans—an uncommon client type for firms in this category—and offers employer‑facing workshops and employee benefit analysis. The firm also emphasizes the use of institutional custodial and manager resources and its principal’s prior institutional portfolio management and trading experience, which inform its sub‑advisor relationships and investment implementation.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
Retirement withdrawal strategies
Fee options
$0 - $249,999: 1.15% (115 basis points) $250,000 - $999,999: 1.00% (100 basis points) $1,000,000 - $1,999,999: 0.95% (95 basis points) $2,000,000 - $2,999,999: 0.90% (90 basis points) $3,000,000 - $3,999,999: 0.85% (85 basis points) $4,000,000+: 0.75% (75 basis points)
Account minimum: $500,000
Main office location
Saranap Wealth Advisors
1212 Broadway Plaza, Suite 2100
Walnut Creek CA 94596, United States
Number of offices
1
Most active in
Saranap Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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