ZRC Wealth Management LLC


Assets, Funds, Holdings

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ZRC Wealth Management LLC
CRD #123971
SEC #801-81152
AUM $205.8 MM (99% Disc, 100% US, 2020-03-11)
Employees5 (60% Investors, 0% Brokers)
Address3510 Unocal Place
Santa Rosa, CA 95403
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Dupree Financial Group LLC
KY 0.2
Drexel Morgan & Co
PA 0.2
Seascape Capital Management LLC
NH 0.2
AXOS Invest Inc
NV 0.2
Lent Raymond Lawrence
CA 0.2
Lephew Financial Services Inc
SC 0.2
SSA Swiss Advisors SA
Blue Water Wealth Inc
OR 0.2
High Probability Advisors LLC
NY 0.2
Valued Investment Partners LLC
CO 0.2
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