RIA Intel›Advisers›California›NARDENE WEALTH MANAGEMENT INC

NARDENE WEALTH MANAGEMENT INC

Advisory

BRENTWOOD, CA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in CA
#3,016
of 5,480 advisers by AUM
Average account
$200K
across 400 accounts
AUM per adviser
$80M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$80M
Discretionary %
100%
Clients
400
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$80M
Discretionary AUM$80M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients400
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
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.

DAVID JOHN CARROLL
$80M
PLATINUM CAPITAL MANAGEMENT (USA) LLC
LOS ANGELES, CA
$80M
-60.0% 1Y
GREENBOOK INVESTMENT MANAGEMENT, INC.
SAN DIEGO, CA
$80M
-67.8% 1Y
WALSTAD INVESTMENT COUNSEL INC
SANTA BARBARA, CA
$80M
+0.4% 1Y
KENSINGTON AMI, LLC
BURBANK, CA
$80M
-5.3% 1Y
VERONA CAPITAL MANAGEMENT LLC
$80M

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