CRD: 284277
Saranap Wealth Advisors
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-25-2016
- Office Locations
- 1
Office Locations
About Saranap Wealth Advisors
Saranap Wealth Advisors is a fee-only, California-registered RIA in Walnut Creek providing fiduciary financial planning and discretionary portfolio management for retail and institutional clients, including entrepreneurs. Portfolios emphasize asset allocation using public funds and ETFs across equities and fixed income. Advisors hold the CFP® credential, and the team has managed portfolios through volatile markets since 1998. Custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
John Frederick Knolle
Advisor, Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #6666500
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,835,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,835,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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