ZRC WEALTH MANAGEMENT, LLC

SANTA ROSA, California·3 registered advisors·CRD# 123971

SEC# 801-811522707-524-6131

01

Firm Overview

AUM

$485M

Regulatory assets under management

Employees

9

Total firm employees

Advisors

3

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

3 registered advisors

Andrew Paul Kirchner

SANTA ROSA, California

Barry Nathan Mendelson

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.