RIA Intel›Advisers›California›NEWLEAF WEALTH MANAGEMENT, LLC

NEWLEAF WEALTH MANAGEMENT, LLC

Advisory

CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in CA
#3,693
of 5,480 advisers by AUM
Average account
$828K
across 48 accounts
AUM per adviser
$40M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$40M
Discretionary %
100%
Clients
36
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$40M
Discretionary AUM$40M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients36
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.

SVL HOLDING CORPORATION
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$40M
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$40M
SAPIENT ROAD WEALTH MANAGEMENT, LLC
$40M
SHARPE 4 CAPITAL, LLC
CORTE MADERA, CA
$40M
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ACC INVESTMENT MANAGEMENT, INC.
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$40M
+37.8% 1Y
CATTON CAPITAL PARTNERS, LLC
SAN FRANCISCO, CA
$40M

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