RIA Intel›Advisers›California›PROFLEX FINANCE LLC

PROFLEX FINANCE LLC

Advisory

LOS GATOS, CA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in CA
#4,170
of 5,480 advisers by AUM
Average account
$371K
across 63 accounts
AUM per adviser
$23M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM
$23M
Discretionary %
100%
Clients
50
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$23M
Discretionary AUM$23M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients50
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.

MICHAEL P LYNCH WEALTH MANAGEMENT, LLC
STOCKTON, CA
$23M
WOVEN CAPITAL, LLC
REDDING, CA
$23M
COMPASS ROSE ADVISORS, INC.
SAN FRANCISCO, CA
$23M
HOTOVEC, POMERANZ & CO., LLC
SAN FRANCISCO, CA
$23M
0.0% 1Y
WEIL ASSOCIATES, INC.
$23M
BANKERS INVESTMENT COUNSELING COMPANY
SANTA PAULA, CA
$24M
-12.9% 1Y

Get the full picture on PROFLEX FINANCE LLC

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

Create a free account →See plans