Assetio Wealth Management
AssetIO Wealth Management is a growing boutique financial planning and investment management firm based in the heart of the entertainment industry. We are analysts with a heart; passionate about creating greatness in peoples’ lives. We believe that every person’s uniqueness is their primary asset, which we mold through detailed planning to create each client’s path to greatness. Our investment team are technical analysis specialists, providing clients with greater flexibility and understanding of how and why investment decisions are Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Rob Proano is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, FL, ID, MI, OK, SD, TX, and WA.
7-day free trial · no credit card
Verified contacts
3
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 3 verified contacts at Assetio Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- DC
David Connor
Assistant · General Business & Management
EmailPhone - MR
Manuel Rivero
Student at University of San Francisco · Other
EmailPhone
Showing 2 of 3 verified contacts
Top roles at Assetio Wealth Management
3 distinct titles indexed · top 3 shown.
- 1assistant
- 1financial advisor & investment planner
- 1student at university of san francisco
Sign up to unlock all 3 contacts at Assetio Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 3 verified contacts at Assetio Wealth Management
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.