RIA IntelAdvisersCaliforniaAMBROSIA HERB TEA, LLC

AMBROSIA HERB TEA, LLC

Advisory

CA

Data as of May 20, 2026 · Source: SEC Form ADV

Rank in CA
#5,238
of 5,480 advisers by AUM
Average account
$126K
across 10 accounts
AUM per adviser
$1M
1 adviser

Source: SEC Form ADV. Figures as filed May 20, 2026.

Total AUM
$1M
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$1M
Discretionary AUM$1M
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.

DUVALL WEALTH MANAGEMENT LLC
$1M
DFS CAPITAL MANAGEMENT LLC
$1M
EPISTEME ADVISORS
$1M
ELFONT, JEFFREY MICHAEL
$1M
SAVEDAILY.COM, INC.
COSTA MESA, CA
$1M
-26.0% 1Y
NOLLENBERGER CAPITAL INVESTMENT ADVISORY, INC.
SAN FRANCISCO, CA
$1M
-96.1% 1Y

Get the full picture on AMBROSIA HERB TEA, LLC

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

Create a free account →See plans