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30-40 Wealth Partners
30-40 WEALTH PARTNERS is an SEC-registered investment adviser with $58 million in regulatory assets under management.
30-40 Wealth Partners
30-40 WEALTH PARTNERS is an SEC-registered investment adviser with $58 million in regulatory assets under management. The firm has 3 employees and 1 investment adviser. It operates with a small team.
General information
Firm type
RIA
Year founded
2019
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Menlo Park
Corporate office
Menlo Park, CA, United States
Additional offices
New York, NY · Los Angeles, CA
Principals
Kirsten L. Menking
Founder & CEO
Rodrigo Garcia
Managing Director, Head of Investments
Amy Tsai
Director of Operations & Client Service
Sector focus
Frequently asked questions
What is 30-40 Wealth Partners?
30-40 Wealth Partners is a ria headquartered in Menlo Park, United States.
When was 30-40 Wealth Partners founded?
30-40 Wealth Partners was founded in 2019.
Where is 30-40 Wealth Partners headquartered?
30-40 Wealth Partners is headquartered in Menlo Park, United States, in the North America region.
What is 30-40 Wealth Partners's assets under management?
30-40 Wealth Partners reports approximately Undisclosed in assets under management, as tracked by Altss.
What does Altss track for 30-40 Wealth Partners?
Altss maintains an OSINT-verified profile of 30-40 Wealth Partners covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is 30-40 Wealth Partners's website?
30-40 Wealth Partners's public website is 3040wealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is 30-40 Wealth Partners?
30-40 Wealth Partners is classified by Altss as a RIA, operating from United States within the North America region.
How does Altss source intelligence on 30-40 Wealth Partners?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was 30-40 Wealth Partners's Altss profile last updated?
30-40 Wealth Partners's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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