RIA Intel›Advisers›California›EDWARDS, DANIEL LEE

EDWARDS, DANIEL LEE

Advisory

CA

Data as of Feb 6, 2026 · Source: SEC Form ADV

Rank in CA

#4,907

of 5,480 advisers by AUM

Average account

$1M

across 5 accounts

Source: SEC Form ADV. Figures as filed Feb 6, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees1

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

5 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

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

POLARIS EQUITY MANAGEMENT, INC.

$5M

WITTENBERG FINANCIAL, LP

$5M

HABSIEGER, CURTIS JERALD

$5M

DISTRIBUTION COGNIZANT, LLC

$5M

RHUBARB INVESTMENTS, LLC

$5M

MERIDIAN VENTURE PARTNERS, INC

$5M

Get the full picture on EDWARDS, DANIEL LEE

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track EDWARDS, DANIEL LEE and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans