Barry
Mendelson
Zrc Wealth Management, LLC
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About this Advisor
Barry Mendelson is a certified financial planner operating out of Santa Rosa, California with a total of 9 years of industry experience. Mendelson is currently employed by Zrc Wealth Management, LLC. Mendelson has gained experience at Just Plans, Etc, Elevation Wealth Management and Zrc Wealth Management. Mendelson holds a Series 63 license, which qualifies them as a securities representative, and is registered to work in California and Texas. Zrc Wealth Management, LLC is a financial advisory firm that has its headquarters in Santa Rosa, CA. The firm has offices in two locations and a total of six financial advisors. It controls $271 million in total assets across its 657 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm serves six charities and foundations. Of its 657 customer accounts, 31% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Zrc Wealth Management, LLC offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice vary depending on which services are offered. Fee types billed by Zrc Wealth Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Zrc Wealth Management, LLC Brokerage Details
$270,815,040
6
657
$412,199
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Barry Mendelson Work History
Barry has been registered as a financial advisor for 9 years.*
Zrc Wealth Management
Elevation Wealth Management
Just Plans, Etc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Barry Mendelson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Zrc Wealth Management, LLC
Santa Rosa, CA
Santa Rosa, CA
Santa Rosa, CA
Santa Rosa, CA
Santa Rosa, CA
Santa Rosa, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
