# 30-40 Wealth Partners

30-40 Wealth Partners is a RIA based in Menlo Park, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Menlo Park, United States
- **Region:** North America
- **Address:** Menlo Park, CA, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** 3040wealth.com

## Regulatory record

- **CRD number:** 311073
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311073

## About

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.

## Sectors

- Venture Capital
- Private Equity
- Real Assets
- Hedge Funds
- Technology

## Offices

- New York, NY
- Los Angeles, CA

## People

- Kirsten L. Menking — Founder & CEO
- Rodrigo Garcia — Managing Director, Head of Investments
- Amy Tsai — Director of Operations & Client Service

## Related profiles

- [1UP Financial Advisors](https://altss.com/profile/1up-financial-advisors-llc)
- [7TH ST. FINANCIAL](https://altss.com/profile/7th-st-financial)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/30-40-wealth-partners

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