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Crane, Kelly , Farwell Dba Napa Valley Wealth Management (Pleasant Hill)


Crane, Kelly , Farwell Dba Napa Valley Wealth Management is a large advisory firm based in Pleasant Hill. It manages $35 million of regulatory assets for 55 client accounts. It has been registered with the SEC as an adviser since 2003.

Crane, Kelly , Farwell Dba Napa Valley Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Crane, Kelly , Farwell Dba Napa Valley Wealth Management: assets under management

The assets under management (AUM) of Crane, Kelly , Farwell Dba Napa Valley Wealth Management is $35 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $636.36 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Crane, Kelly , Farwell Dba Napa Valley Wealth Management for their services and products based on a percentage of assets under management, hourly charges, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Pleasant Hill

The principal office where Crane, Kelly , Farwell Dba Napa Valley Wealth Management performs its advisory services is located at 2255 Contra Costa Blvd, Pleasant Hill, CA 94523, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-827-4393X202 or by fax 925-685-4310. The normal business hours are 9am-5pm on Monday - Friday.


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