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Robert John Blanusa

The Mather Group, LLC

Napa, CA

CRD 4644459

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Employer firm

The Mather Group, LLC CRD 156005

$13.4B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
The Mather Group, Llc

353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-22
  • CA RA
    APPROVED
    Since 2025-12-22

Branch Locations

1836 Second St, Napa, CA 94559 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Napa Wealth Management, Inc. Napa CA 09/2015 11/2025
The Mather Group, Llc Napa CA 11/2025 Present
  • 09/2015 → 11/2025
    Napa Wealth Management, Inc.
    Napa, CA
  • 11/2025 → Present
    The Mather Group, Llc
    Napa, CA
Previous Registrations
  • 2015-09-25 → 2025-12-08
    Napa Wealth Management
    Napa, CA
  • 2012-10-31 → 2015-10-01
    Investor Fan
    Sonoma, CA
    Napa, CA
    Napa, CA
    Napa, CA
  • 2003-07-08 → 2012-07-16
    Charles Schwab & Co., Inc.
    Santa Rosa, CA
    Napa, CA
    Napa, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-06-05
  • S66 Uniform Combined State Law Examination
    2003-06-05

View on SEC IAPD

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MORGAN STANLEY
HARRINGTON INVESTMENTS, INC.

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ERIC FLORES GONZALES
CYNTHIA LYNN VOTH
Fabiana A Filips

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NAPA, CA
MORGAN STANLEY · Napa, CA
HARRINGTON INVESTMENTS, INC. · NAPA, CA

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