$960.0K Total AUM
$960.0K Disc. AUM
-- 3Y CAGR
2 Employees
5 ADV. Clients
3 yrs Firm Age
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- Custodian
- Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-03-2023
- Office Locations
- 1
Office Locations
525 W. Main Street Suite 120-1193 Visalia CA
About Molano Wealth Management
Molano Wealth Management is a Visalia, CA financial planning firm led by planner David E. Molano (MBA). The team coordinates clients’ full financial picture—goal setting, cash flow, risk management, debt, retirement planning, and proactive tax strategies—and helps implement the plan. Serves families, working professionals, women, and small business owners with individualized, education-focused guidance. Custody through Charles Schwab.
Team overview
-- AVG AGE
$480.0K AVG AUM / ADVISOR
$192.0K AVG AUM / CLIENT
1.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
D
DAVID EDWARD MOLANO
Chief Compliance Officer, Owner
- CRD
- #6014861
- Ownership
- 75% or more
Available
Available
Available
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J
James Payne
--
- CRD
- #8239364
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $960,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $960,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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