Unclaimed Profile

Linda Luliko Kachiu

ZRC WEALTH MANAGEMENT, LLC·SANTA ROSA, California

Clean recordZRC WEALTH MANAGEMENT, LLC

3510 UNOCAL PLACE, SANTA ROSA, CA 95403CRD# 4628594Firm CRD# 123971

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Linda Luliko Kachiu · SANTA ROSA, CA

Registration

CRD #4628594 · ZRC WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Linda Luliko Kachiu is a registered financial advisor based in SANTA ROSA, California, affiliated with ZRC WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ZRC WEALTH MANAGEMENT, LLC

AUM

$485M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ZRC WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4628594

Firm CRD# 123971

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Linda Luliko Kachiu offer?

Linda Luliko Kachiu specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SANTA ROSA, California for a consultation.

What are Linda Luliko Kachiu's credentials?

Linda Luliko Kachiu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Linda Luliko Kachiu located?

Linda Luliko Kachiu is based in SANTA ROSA, California, working with ZRC WEALTH MANAGEMENT, LLC. Their office serves clients in the SANTA ROSA metropolitan area and surrounding communities.

How does Linda Luliko Kachiu charge for services?

Linda Luliko Kachiu's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ZRC WEALTH MANAGEMENT, LLC?

ZRC WEALTH MANAGEMENT, LLC has approximately 9 employees and manages $485M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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