RIA Intel›Advisers›California›RONALD ALAN LEDERKRAMER

RONALD ALAN LEDERKRAMER

Advisory

CA

Data as of May 12, 2026 · Source: SEC Form ADV

Rank in CA
#4,606
of 5,480 advisers by AUM
Average account
$691K
across 16 accounts
AUM per adviser
$11M
1 adviser

Source: SEC Form ADV. Figures as filed May 12, 2026.

Total AUM
$11M
Discretionary %
100%
Clients
15
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$11M
Discretionary AUM$11M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients15
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
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.

FLIGHTPATH FINANCIAL PLANNING LLC
DEL MAR, CA
$11M
WATERMARK PARTNERS LLC
SAUSLITO, CA
$11M
-32.6% 1Y
AM WEALTH SOLUTIONS, LLC
$11M
BROMAN & GREIG ASSET MANAGEMENT, LLC
WESTLAKE VILLAGE, CA
$11M
FIDERE, INC.
SAN FRANCISCO, CA
$11M
PRIVATE EQUITY INVESTMENTS, INC.
NEWPORT BEACH, CA
$11M
-90.6% 1Y

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