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PASHMAN FINANCIAL LLC

Advisory

CA

Data as of Jul 9, 2026 · Source: SEC Form ADV

Rank in CA
#5,316
of 5,480 advisers by AUM
Average account
$23K
across 30 accounts
AUM per adviser
$700K
1 adviser

Source: SEC Form ADV. Figures as filed Jul 9, 2026.

Total AUM
$700K
Discretionary %
100%
Clients
10
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$700K
Discretionary AUM$700K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, FL, TX, UT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

HOODOO FINANCIAL, INC.
OAKLAND, CA
$700K
BARTLETT, LAWRENCE EUGENE
ARCADIA, CA
$700K
POLESTAR CAPITAL LLC
$702K
NORTHWOODS FINANCIAL PARTNERS LLC
HERMOSA BEACH, CA
$705K
CONFIANZA WEALTH MANAGEMENT LLC
$692K
ATWIMA WEALTH MANAGEMENT LLC
SACRAMENTO, CA
$712K

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