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Proprietor Wealth ManagementFinancial advisor in Larkspur, CA

Proprietor Wealth Management is a financial advisor at 700 Larkspur Landing Cir Ste 199, Larkspur, CA 94939, ranked #45 of 255 financial advisors in Larkspur and rated 5.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Larkspur, CAUpdated 0 paid placements in any rankingHow we rank

Call (415) 569-7909Website ↗

Key facts

Key facts about Proprietor Wealth Management
Address700 Larkspur Landing Cir Ste 199, Larkspur, CA 94939Get directions
Phone(415) 569-7909
Websiteproprietorwm.com
HoursMonday to Friday: 6:30 AM – 7 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Larkspur and 11 towns within 25 miles: San Rafael, San Anselmo, Mill Valley, Tamalpais-Homestead Valley, Richmond, San Pablo, El Cerrito, Novato, Chinatown, El Sobrante and Pinole.

Based in Larkspur, CAView on map

Opening hours

Opening hours for Proprietor Wealth Management
DayHours
Monday6:30 AM – 7 PMevening
Tuesday6:30 AM – 7 PMevening
Wednesday6:30 AM – 7 PMevening
Thursday6:30 AM – 7 PMevening
Friday6:30 AM – 7 PMevening
SaturdayClosed
SundayClosed
  • Open evenings (after 6 PM)
  • Open Saturdays — no
  • Open Sundays — no

Questions about Proprietor Wealth Management

How is Proprietor Wealth Management ranked in Larkspur?

Proprietor Wealth Management is ranked #45 of 255 financial advisors in Larkspur by RFA Score, with 61 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Proprietor Wealth Management’s hours?

Proprietor Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 6:30 AM – 7 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Proprietor Wealth Management serve?

Serves Larkspur and 11 towns within 25 miles: San Rafael, San Anselmo, Mill Valley, Tamalpais-Homestead Valley, Richmond, San Pablo, El Cerrito, Novato, Chinatown, El Sobrante and Pinole. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Proprietor Wealth Management?

Proprietor Wealth Management has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Proprietor Wealth Management?

Call Proprietor Wealth Management on (415) 569-7909. The business is at 700 Larkspur Landing Cir Ste 199, Larkspur, CA 94939. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Proprietor Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Proprietor Wealth Management (this business)—615.0 (4)NoNo
Redwood Credit Union#43624.4 (57)YesNo21.9 mi
Bank of America Financial Center#44624.5 (58)NoNo22.7 mi
Financial Wellness Coaching#46615.0 (4)YesNo2.2 mi

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