Updated:
30-40 Wealth Partners
30-40 WEALTH PARTNERS is a state-registered investment adviser with $58 million in regulatory assets under management. The firm has 3 employees and 1...
Overview
30-40 WEALTH PARTNERS is a state-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
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
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research 30-40 Wealth Partners in Altss
Explore available research and relationship coverage for this adviser in Altss.