RIA Intel›Advisers›California›ESCALANTE TROESH, JOSHUA, DANIEL

ESCALANTE TROESH, JOSHUA, DANIEL

Advisory

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in CA

#4,580

of 5,480 advisers by AUM

Average account

$78K

across 151 accounts

AUM per adviser

$6M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients58

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InAZ, CA

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.

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Owners & Officers

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

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Client Demographics

58 clients

3 high-net-worth

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

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