Barry
Mendelson
Zrc Wealth Management, LLC
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About this Advisor
Barry Mendelson is a financial advisor based in Santa Rosa, California, working with Zrc Wealth Management, LLC. Barry has previously held positions at Just Plans, Etc, Elevation Wealth Management, and Zrc Wealth Management. Barry has passed the Series 63 regulatory exam and is registered to provide services in California and Texas. Currently, Barry is part of Zrc Wealth Management, LLC, which operates out of Santa Rosa, California. The firm has 2 offices and 9 employees. The firm manages assets totaling $485.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Zrc Wealth Management, LLC includes asset-based fees.
Certifications and Registrations
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Fee Structure
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Zrc Wealth Management, LLC Brokerage Details
$485,099,117
9
825
$587,999
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Barry Mendelson Work History
Zrc Wealth Management
Elevation Wealth Management
Just Plans, Etc
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
Walnut Creek, CA
Santa Rosa, CA
Santa Rosa, CA
Santa Rosa, CA
Santa Rosa, CA
Walnut Creek, CA
Santa Rosa, CA
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