RIA Intel›Advisers›Arizona›SILVER LEAF FINANCIAL, INC.

SILVER LEAF FINANCIAL, INC.

Advisory

SCOTTSDALE, AZ

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account
$395K
across 24 accounts
AUM per adviser
$9M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$9M
Discretionary %
100%
Clients
24
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$9M
Discretionary AUM$9M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients24
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InAZ, IL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

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

BANNING WEALTH MANAGEMENT, LLC
$10M
KROZEL CAPITAL MANAGEMENT, LLC
SCOTTSDALE, AZ
$10M
49TH PARALLEL WEALTH MANAGEMENT, LLC
SCOTTSDALE, AZ
$9M
EBIS, INC.
PHOENIX, AZ
$9M
SOUTHERN PACIFIC ASSET MANAGEMENT L.L.C.
YUMA, AZ
$9M
SEAMLESS FINANCIAL PLANNING, LLC
$9M

Get the full picture on SILVER LEAF FINANCIAL, INC.

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

Create a free account →See plans