Barbara Gruenwald, financial advisor Napa CA

Barbara Gruenwald

CRD Number: 5314793
Current Firm: Valley Wealth Strategies, LLC

Barbara Gruenwald (CRD# 5314793) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Napa, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Valley Wealth Strategies, LLC Napa, CA Jan 2018 - Current 6
Lpl Financial LLC Napa, CA Nov 2017 - Current 6
National Planning Corporation Ermeryville, CA Dec 2007 - Current 16
Zuk Financial Group Emeryville, CA Oct 2007 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Barbara T. Gruenwald
Phone Number: (209) 366-1264
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,022
    MILLIONS
  • Total Number of Accounts
    4,110
    ACCOUNTS
  • Average Account Value
    $248,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, HI, ID, IL, IN, MA, NM, NV, NY, OR, TN, TX, UT, VA, WA

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