RIA Intel›Advisers›California›FENUL WEALTH MANAGEMENT LLC

FENUL WEALTH MANAGEMENT LLC

Advisory

LOS ANGELES, CA

Data as of Jan 29, 2026 · Source: SEC Form ADV

Rank in CA
#5,294
of 5,480 advisers by AUM
Average account
$112K
across 8 accounts
AUM per adviser
$898K
1 adviser

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM
$898K
Discretionary %
100%
Clients
9
Employees
1

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$898K
Discretionary AUM$898K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients9
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

CAPITAL UNITED INVESTMENTS LLC
YUCAIPA, CA
$900K
XPAND INVESTMENTS LLC
$900K
WHELAN CAPITAL MANAGEMENT, INC.
MENLO PARK, CA
$925K
+15.4% 1Y
THE FINANCIAL ARCHITECTS WEALTH MANAGEMENT LLC
CHINO HILLS, CA
$928K
BANYAN LAKE CAPITAL LLC
$930K
INBALANCE ADVISORS, LLC
LOS ANGELES, CA
$850K

Get the full picture on FENUL WEALTH MANAGEMENT LLC

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

Create a free account →See plans