RIA Intel›Advisers›Arizona›CASTANEDA FINANCIAL MANAGEMENT LLC

CASTANEDA FINANCIAL MANAGEMENT LLC

Advisory

AZ

Data as of Jan 21, 2026 · Source: SEC Form ADV

Average account
$394K
across 46 accounts
AUM per adviser
$18M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 21, 2026.

Total AUM
$18M
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$18M
Discretionary AUM$18M
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 InAZ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

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

WEALTH GUARDIAN ADVISORY, PLLC
GILBERT, AZ
$18M
RETIREMENT WEALTH STRATEGIES, LLC
PHOENIX, AZ
$18M
W WEALTH ADVISORS LLC
GILBERT, AZ
$18M
THE TARASCIO GROUP, LLC
MESA, AZ
$18M
THE MONEY GUYS, LLC
$17M
ARETE FINANCIAL SOLUTIONS, LLC
GOODYEAR, AZ
$19M

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