NM
NM

Noah Joseph Menezes

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
792 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$250K
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Location

1312 W Herndon, Suite 101, Fresno, CA, 93711

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Noah is a sole proprietor of Wealthbloc, a software company started in June 2023. He spends a few hours per week on software programming and related activities outside of trading hours.

Employment History
Current Registrations
Regency Investment Advisors INC
September 2023 - Present · 2 yrs 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.