RIA Intel›Advisers›California›EDEN FINANCIAL, LLC

EDEN FINANCIAL, LLC

Advisory

ALISO VIEJO, CA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in CA
#4,412
of 5,480 advisers by AUM
Average account
$99K
across 163 accounts
AUM per adviser
$8M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM
$16M
Discretionary %
100%
Clients
64
Employees
2

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$16M
Discretionary AUM$16M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients64
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAL, CA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

CORONADO FINANCIAL GROUP L.L.C.
$16M
SORENSEN WEALTH MANAGEMENT, INC.
WEST LAKE VILLAGE, CA
$16M
EVIDENCIAL FINANCIAL CONSULTING LLC
$16M
MK INVESTMENT ADVISORS, LLC
$16M
LANCASTER CAPITAL MANAGEMENT, LLC
BURLINGAME, CA
$16M
STERLING FINANCIAL GROUP, INC.
PASADENA, CA
$16M
+7.5% 1Y

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