Leon
Wiatrak

Nollenberger Mccullough Investment Advisors LLC

CRD#1664444
Investment Advisor
in Mill Valley, CA

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About this Advisor

Leon Wiatrak is a financial advisor working out of Mill Valley, California, who has 17 years of financial industry experience. Wiatrak is on the advisory team at Nollenberger Mccullough Investment Advisors LLC. During their career, Wiatrak has held roles at Mccullough & Associates LLC and Nollenberger Mccullough Investment Advisors LLC. Wiatrak has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in California. Nollenberger Mccullough Investment Advisors LLC is a financial advisory business operating out of Mill Valley, California. It manages $135 million in assets among its 72 accounts, placing it among the mid-sized firms in the nation by assets under management. The firm advises seven charitable organizations. Of its 72 customer accounts, 82% are held by high-net-worth investors who have at least $1 million in assets available to invest. Nollenberger Mccullough Investment Advisors LLC offers a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically depend on which services are provided. Fees billed by Nollenberger Mccullough Investment Advisors LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

17 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

100 Shoreline Highway Building B, Suite 380
Mill Valley, CA 94941

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Nollenberger Mccullough Investment Advisors LLC Brokerage Details

Total Assets Under Management

$134,653,878

CA Average: $7,578,581,321
Total Number of Employees

5

CA Average: 43
Total Number of Accounts

72

CA Average: 3,727
Average Account Size

$1,870,193

CA Average: $2,033,427

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Leon Wiatrak Work History

Leon has 17 years of experience.

2020 - Present (3 years)

Nollenberger Mccullough Investment Advisors LLC

2005 - 2020 (15 years)

Mccullough & Associates LLC

Disclosures

Leon Wiatrak has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Nollenberger Mccullough Investment Advisors LLC

Bruce Nollenberger
Mill Valley, CA
Leon Wiatrak
Mill Valley, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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.

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