RIA Intel›Advisers›California›CROWELL, WEEDON & CO.

CROWELL, WEEDON & CO.

Advisory

N·LOS ANGELES, CA

Data as of Jul 29, 2013 · Source: SEC Form ADV

Total AUM

$1.0B

1-Year AUM Growth

+15.2%

3-Year CAGR

+18.1%

Employees

140

Assets Under Management

Total AUM$1.0B

Discretionary AUM$530M

Non-Discretionary AUM$513M

Discretionary %50.8%

Total Clients—

Team

Total Employees140

Investment Advisers150

Employee Growth (1Y)—

Filing History

Total Filings on Record15

First FilingOct 9, 2006

Latest FilingJul 29, 2013

🔒 Full AUM trend chart and 15 historical filings spanning 7+ 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 CROWELL, WEEDON & CO.

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