RIA Intel›Advisers›California›AUSTIN, AMANDA, CHERYL

AUSTIN, AMANDA, CHERYL

Advisory

CA

Data as of Jan 22, 2026 · Source: SEC Form ADV

Rank in CA

#3,331

of 5,480 advisers by AUM

Average account

$1M

across 41 accounts

AUM per adviser

$57M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM

$57M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$57M

Discretionary AUM$0

Non-Discretionary AUM$57M

Discretionary %0%

Total Clients13

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

13 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

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

PREMIER FINANCIAL PLANNING, INC.

$57M

ZUMA WEALTH LLC

$57M

DISCIPLINED GROWTH CAPITAL, LLC

$57M

LA JOLLA ASSET MANAGEMENT, INC.

$57M

KNIGHT AND COMPANY WEALTH ADVISORS, LLC

$57M

TAIBAY WEALTH MANAGEMENT LLC

$57M

Get the full picture on AUSTIN, AMANDA, CHERYL

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

Create a free account →See plans