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Shone Wealth Management Share
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Overview Share
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Walnut Creek, California
$283.5 million AUM
2 offices

Shone Wealth Management is based in Walnut Creek, California and has $283.5 million in assets under management.

Location
1676 North California Boulevard
Suite 410
Walnut Creek, CA 94596
$283.5 million
AUM
5
Employees
AUM Share
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$283,494,777
Assets under management
830 clients
Number of clients
Average investment size is $341,560
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 225 $69,800,000 25% $310,222
High net worth individuals 95 $208,500,000 74% $2,194,737
Pension and profit sharing plans 5 $5,194,777 2% $1,038,955
Employees Share
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5
Employees
4
Investment analysts
80% of total employees
AUM per employee Share
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$283,494,777
Assets under management
$56,698,955
AUM per employee
$70,873,694
AUM per investment analyst
About Share
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Compensation

Shone Wealth Management makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Shone Wealth Management provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
Firm data Share
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CRD number 136,101
SEC number 801-101521
Legal structure Limited Liability Company
Legal governance California, United States
Latest ADV filing date April 28, 2020

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