Rai Wealth Management

CRD 277137 · Placentia, CA · $159.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 277137
SEC number: 801-131970
Firm type: RIA
Assets under management: $159.7M as of Apr 23, 2026
Website: www.linkedin.com/COMPANY/RAI-WM ↗
Phone: (714) 449-9696
Address: 151 N. Kraemer Blvd., Placentia, CA, 92870

Advisors at this firm

4 in our index · page 1 of 1

Terri GrassiCRD 3069908 · Placentia, CA

IA Registered
Kate Gregory WalkerCRD 2418671 · Huntington Beach, CA

IA Registered
Angel MendezCRD 7771944 · Placentia, CA

IA Registered
James Patrick RipleyCRD 1769858 · Placentia, CA

IA Registered

Source & corrections

Where this page comes from

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