Suzar Wealth Management, LLC

Suzar Wealth Management, LLC (CRD# 310066) is a financial advisory firm headquartered in Los Altos, CA. They manage $5,040,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4546 El Camino Real, B10 #1034, Los Altos, CA 94022
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $504,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Suzar Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Aaron Suzar, financial advisor Los Altos CA
Aaron B. Suzar
CRD#: 5261120
Los Altos, CA

Aaron Suzar (CRD# 5261120) is an Investment Advisor Representative working at Suzar Wealth Management, LLC in Los Altos, CA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals