RIA Intel›Advisers›Arizona›COHERENT FINANCIAL ADVISERS, LLC

COHERENT FINANCIAL ADVISERS, LLC

Advisory

AZ

Data as of Jul 31, 2025 · Source: SEC Form ADV

Average account

$293K

across 141 accounts

AUM per adviser

$21M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 31, 2025.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$41M

Discretionary AUM$32M

Non-Discretionary AUM$9M

Discretionary %77.9%

Total Clients61

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

61 clients

18 high-net-worth

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

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