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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- OakGlacier harbor +more
- Established Date
- 02-01-2022
- Office Locations
- 1
Office Locations
About Grape Modern Wealth Management
Grape Wealth Management is a Temecula, CA-based fiduciary advisory firm led by founder Alex Newman (20+ years in finance) focused on retirement planning for individuals and families. The firm provides ongoing investment management and holistic planning using its WEALTH framework, including estate planning coordination and tax-aware strategies like Roth conversions and tax-loss harvesting. Custodied on Altruist and Schwab.
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Owner & Executives
ALEXANDER ELLIOTT NEWMAN
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Partner
- CRD
- #6015559
- Ownership
- 75% or more
John Newman
--
- CRD
- --
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,370,384 | -- |
| Non-Discretionary | $2,274,849 | -- |
| Total | $38,645,233 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,645,233
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $698,477,479 | 10.0% |
| Corporate - Investment Grade | $2,228,143,159 | 31.9% |
| U.S. Government/Agency | $2,633,260,097 | 37.7% |
| Cash | $1,424,894,058 | 20.4% |
| Total | $6,984,774,793 | 100.0% |