# Saranap Wealth Advisors

Saranap Wealth Advisors is a Multi Family Office based in Walnut Creek, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Walnut Creek, United States
- **Region:** North America
- **Address:** Walnut Creek, CA, United States
- **Assets under management:** Undisclosed
- **Website:** saranapwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/saranap-wealth-advisors-llc

## Regulatory record

- **CRD number:** 284277
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284277

## About

Saranap Wealth Advisors is a Fee-Only, California Registered Investment Advisor that acts in a fiduciary capacity and provides clients objective advice free from commissions and external influence. Its advisors hold the CFP® credential. The firm has professionally managed investment portfolios since 1998 and uses a passive approach focused on broad market exposure through low-cost, tax-efficient ETFs and mutual funds.

## Sectors

- Wealth Management
- Financial Planning
- Investment Management

## Questions

### How can I verify Saranap Wealth Advisors' regulatory status?

Saranap Wealth Advisors as an RIA. Its ADV filings can be accessed through the SEC's Investment Adviser Public Disclosure (IAPD) system, which provides details about the firm's registration, fee structure, and any disciplinary history.

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Last updated: 2026-08-14T12:30:00.000Z

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