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3DHWEALTH LLC

Advisory

CA

Data as of Jul 23, 2026 · Source: SEC Form ADV

Rank in CA
#4,943
of 5,480 advisers by AUM
Average account
$136K
across 35 accounts
AUM per adviser
$5M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 23, 2026.

Total AUM
$5M
Discretionary %
100%
Clients
10
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$5M
Discretionary AUM$5M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
Team
Total Employees1
Investment Advisers1
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.

ALTUS, INC
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YIELD GROWTH ADVISORS LLC
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PRESIDIO FINANCIAL ADVISORS LLC
SANTA BARBARA, CA
$5M
VERA WEALTH LLC
PASADENA, CA
$5M
JIMENEZ, JAMES ANTHONY
SAN JOSE, CA
$5M
ELECTRANET CAPITAL, LP
SAN FRANCISCO, CA
$5M

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