ZRC WEALTH MANAGEMENT, LLC

SANTA ROSA, California·5 registered advisors·CRD# 123971

SEC# 801-811522707-524-6131

01

Firm Overview

AUM

$485M

Regulatory assets under management

Employees

9

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Fee-Only Advisory

04

Advisors at ZRC WEALTH MANAGEMENT, LLC

5 registered advisors

Andrew Paul Kirchner

SANTA ROSA, California

Barry Nathan Mendelson

SANTA ROSA, California

Betsy Margaret Stewart

SANTA ROSA, California

Linda Luliko Kachiu

SANTA ROSA, California

Richard Preston Clarke

SANTA ROSA, California

05

Office Locations

SANTA ROSA, California

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Data sourced from SEC Form ADV filings. ZRC WEALTH MANAGEMENT, LLC (CRD# 123971) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.