Robert J. Blanusa

NAPA WEALTH MANAGEMENT

Napa, CA 94559-2328

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CRD#: 4644459

Professional summary

Robert John Blanusa is a registered financial advisor currently at NAPA WEALTH MANAGEMENT located in Napa, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Robert has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert John Blanusa's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 25, 2015 - Present

NAPA WEALTH MANAGEMENT

Office #1: 1836 Second Street, Napa, CA 94559-2328

RIA

CRD#: 137724

Napa, CA

Past

October 31, 2012 - October 1, 2015

INVESTOR FAN

RIA

CRD#: 159301

NAPA, CA

Past

July 8, 2003 - July 16, 2012

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

NAPA, CA

Past

April 23, 2003 - July 16, 2012

CHARLES SCHWAB & CO., INC.

CRD#: 5393

NAPA, CA

Past

March 27, 2003 - April 21, 2003

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

LAGUNA HILLS, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NAPA WEALTH MANAGEMENT

MCCUEN INVESTMENT GROUP, INCORPORATED | NAPA WEALTH MANAGEMENT, INCORPORATED | NAPA WEALTH MANAGEMENT

CRD#: 137724 / SEC#: 801-106825

RIA

Registered Investment Advisory firm - (10/30/2015 Approved)

California

Registered Investment Advisory firm - (12/2/2015 Terminated)

Texas

Registered Investment Advisory firm - (11/2/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/25/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/5/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/26/2003

General Securities Representative Examination

Current Firm

NAPA WEALTH MANAGEMENT

MCCUEN INVESTMENT GROUP, INCORPORATED | NAPA WEALTH MANAGEMENT, INCORPORATED | NAPA WEALTH MANAGEMENT

CRD#: 137724 / SEC#: 801-106825

RIA

Registered Investment Advisory firm - (10/30/2015 Approved)

California

Registered Investment Advisory firm - (12/2/2015 Terminated)

Texas

Registered Investment Advisory firm - (11/2/2015 Terminated)

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Contact information

Main Address

1836 Second Street, Napa, CA 94559-2328

Mailing Address

Phone number

(707) 252-1343

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NAPA WEALTH MANAGEMENT DISCLOSURE BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	571
AUM (Assets Under Management)	$ 266,737,896

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert J. Blanusa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert John Blanusa's CRS (Customer Relationship Summary).

Certified licenses

Experience

NAPA WEALTH MANAGEMENT

INVESTOR FAN

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

QUEST CAPITAL STRATEGIES, INC.

Primary Firm SEC Registration

NAPA WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 6/5/2003

Series 7

Date: 3/26/2003

Current Firm

NAPA WEALTH MANAGEMENT

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NAPA WEALTH MANAGEMENT

TRUST BUT VERIFY

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