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APPIAN ROAD LLC

Advisory

DE

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account
$126K
across 16 accounts
AUM per adviser
$2M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM
$2M
Discretionary %
100%
Clients
16
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$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients16
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in DE

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

INCITTI, MICHAEL A.
REHOBOTH BEACH, DE
$2M
RUSSELL ADVISORY GROUP, INC
$2M
ANGELES PARTNERS LLC
$2M
SKP WEALTH MANAGEMENT LLC
$2M
AWOYE CAPITAL, LLC
$2M
NU PARADIGM INVESTMENT PARTNERS L.L.C.
$2M

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