RIA Intel›Advisers›California›DEFINE FINANCIAL, LLC

DEFINE FINANCIAL, LLC

Advisory

N·SAN DIEGO, CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$315M
1-Year AUM Growth
0.0%
3-Year CAGR
+19.5%
Employees
4
Assets Under Management
Total AUM$315M
Discretionary AUM$315M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients114
Team
Total Employees4
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record10
First FilingJul 6, 2021
Latest FilingMar 26, 2026
🔒 Full AUM trend chart and 10 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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