SIENA WEALTH MANAGEMENT, INC.

SAN JOSE, California·3 registered advisors·CRD# 146902
SEC# 801-691780408-244-3800
01

Firm Overview

AUM
$235M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at SIENA WEALTH MANAGEMENT, INC.

3 registered advisors
Michael Alen Weakley
SAN JOSE, California
Michael David Demko
SAN JOSE, California
Ronald Jay Howard
SAN JOSE, California
05

Office Locations

SAN JOSE, California
3 advisors

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Data sourced from SEC Form ADV filings. SIENA WEALTH MANAGEMENT, INC. (CRD# 146902) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.