Fee-only adviser · Temecula, CA
Grape Modern Wealth Management
Grape Modern Wealth Management is a fee-only investment adviser registered with the securities regulator of California, with its main office in Temecula, California. On its latest Form ADV, filed March 31, 2026, it reports $39M in regulatory assets under management, 145 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 319261 |
| Office | 31285 Temecula Parkway Suite C8-235 Temecula, CA 92592 |
| Phone | (951) 500-5730 |
| Website | www.investgrape.com |
| Regulatory assets under management | $39M ($36M discretionary) |
| Individual clients | 134 non-high-net-worth, 11 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Temecula
- Team Wealth & Tax Advisors $251M
- R & R Financial $22M
- Granite Wealth Advisors $53M
See all 4 fee-only advisers in Temecula →
Nearby
- Murrieta 2 firms
- Fallbrook 2 firms
- Hemet 1 firm
- Menifee 1 firm
- Vista 1 firm
- San Clemente 4 firms
- Oceanside 1 firm
- San Marcos 4 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Grape Modern Wealth Management? Update this listing.