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R.A.I. Wealth ManagementFinancial advisor in Placentia, CA

R.A.I. Wealth Management is a financial advisor at 151 N Kraemer Blvd #105, Placentia, CA 92870, ranked #36 of 143 wealth managers in Placentia 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.

Placentia, CAUpdated 0 paid placements in any rankingHow we rank

Call (714) 449-9696Website ↗

Key facts

Key facts about R.A.I. Wealth Management
Address151 N Kraemer Blvd #105, Placentia, CA 92870Get directions
Phone(714) 449-9696
Websiteraiwm.com
HoursMonday to Friday: 8:30 AM – 4 PM
Google rating5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Placentia and 11 towns within 25 miles: Yorba Linda, Fullerton, Brea, Anaheim, Orange, La Habra, Rowland Heights, Buena Park, Garden Grove, North Tustin and Santa Ana.

Based in Placentia, CAView on map

Opening hours

Opening hours for R.A.I. Wealth Management
DayHours
Monday8:30 AM – 4 PM
Tuesday8:30 AM – 4 PM
Wednesday8:30 AM – 4 PM
Thursday8:30 AM – 4 PM
Friday8:30 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about R.A.I. Wealth Management

How is R.A.I. Wealth Management ranked in Placentia?

R.A.I. Wealth Management is ranked #36 of 143 wealth managers in Placentia by RFA Score, with 63 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 R.A.I. Wealth Management’s hours?

R.A.I. Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does R.A.I. Wealth Management serve?

Serves Placentia and 11 towns within 25 miles: Yorba Linda, Fullerton, Brea, Anaheim, Orange, La Habra, Rowland Heights, Buena Park, Garden Grove, North Tustin and Santa Ana. 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 R.A.I. Wealth Management?

R.A.I. 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 R.A.I. Wealth Management?

Call R.A.I. Wealth Management on (714) 449-9696. The business is at 151 N Kraemer Blvd #105, Placentia, CA 92870. 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

R.A.I. Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
R.A.I. Wealth Management (this business)—635.0 (4)NoNo
Advanced Planning Wealth Management Group#34634.7 (15)NoNo13.9 mi
Strategic Fortune Wealth Management#35634.7 (15)NoNo14.2 mi

See all 143 ranked wealth managers in Placentia