RIA Intel›Advisers›California›10 STAR ASSET MANAGEMENT LLC

10 STAR ASSET MANAGEMENT LLC

Advisory

CARLSBAD, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CA
#3,885
of 5,480 advisers by AUM
Average account
$648K
across 50 accounts
AUM per adviser
$32M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$32M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$32M
Discretionary AUM$32M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients50
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

BOULTON, MICHAEL DORN
$32M
ALPINE WEALTH MANAGEMENT LLC
PALO ALTO, CA
$32M
-0.8% 1Y
GLENMORE FINANCIAL, INC.
$32M
IRONCREST CAPITAL MANAGEMENT LLC
SANTA BARBARA, CA
$33M
FIGTREE FINANCIAL ADVISORS, LLC
SANTA CLARA, CA
$32M
ATTUNE FINANCIAL PLANNING, LLC
$32M

Get the full picture on 10 STAR ASSET MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track 10 STAR ASSET MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans