RIA Intel›Advisers›California›ADVICEPERIOD, LLC

ADVICEPERIOD, LLC

Advisory

N·LOS ANGELES, CA

Data as of Oct 25, 2021 · Source: SEC Form ADV

Total AUM

$4.5B

1-Year AUM Growth

+28.6%

3-Year CAGR

+23.1%

Employees

65

Assets Under Management

Total AUM$4.5B

Discretionary AUM$4.4B

Non-Discretionary AUM$71M

Discretionary %98.4%

Total Clients—

Team

Total Employees65

Investment Advisers92

Employee Growth (1Y)—

Filing History

Total Filings on Record51

First FilingDec 20, 2013

Latest FilingOct 25, 2021

🔒 Full AUM trend chart and 51 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ADVICEPERIOD, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.