RIA IntelAdvisersArizonaIRIDESCENT CAPITAL MANAGEMENT LLC

IRIDESCENT CAPITAL MANAGEMENT LLC

Advisory

AZ

Data as of Apr 1, 2026 · Source: SEC Form ADV

Average account
$33K
across 9 accounts
AUM per adviser
$297K
1 adviser

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM
$297K
Discretionary %
100%
Clients
4
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$297K
Discretionary AUM$297K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients4
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

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

KERNS LEGACY PLANNING LLC
PHOENIX, AZ
$277K
SECOND LOOK FINANCIAL, LLC.
$335K
STYRA WEALTH MANAGEMENT LLC
$346K
B&E FINANCIAL, LLC
$230K
CORVUS FINANCIAL LLC
$186K
GLOBAL WEALTH PARTNERS, LLC
SCOTTSDALE, AZ
$150K

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