RIA Intel›Advisers›California›ARMORED WOLF, LLC

ARMORED WOLF, LLC

Advisory

N·IRVINE, CA

Data as of Mar 13, 2015 · Source: SEC Form ADV

Total AUM

$655M

1-Year AUM Growth

-38.0%

3-Year CAGR

-4.1%

Employees

4

Assets Under Management

Total AUM$655M

Discretionary AUM$575M

Non-Discretionary AUM$80M

Discretionary %87.7%

Total Clients—

Team

Total Employees4

Investment Advisers11

Employee Growth (1Y)—

Filing History

Total Filings on Record12

First FilingApr 20, 2009

Latest FilingMar 13, 2015

🔒 Full AUM trend chart and 12 historical filings spanning 6+ 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 ARMORED WOLF, LLC

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