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Linda Luliko Kachiu

ZRC WEALTH MANAGEMENT, LLC·SANTA ROSA, California
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3510 UNOCAL PLACE, SANTA ROSA, CA 95403CRD# 4628594Firm CRD# 123971
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ZRC WEALTH MANAGEMENT, LLC
AUM
$485M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at ZRC WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4628594
Firm CRD# 123971
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in SANTA ROSA
Gerard Paul Gloisten — CORE WEALTH PARTNERS LLCStephen Roy Kinkade — GBS FINANCIAL CORP.Lynn Sue Morrill — GBS FINANCIAL CORP.Timothy James Delaney — JDH WEALTH MANAGEMENT, LLCDonald Gerard Gloisten — GBS FINANCIAL CORP.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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