RIA Intel›Advisers›California›SOESBE FINANCIAL LLC

SOESBE FINANCIAL LLC

Advisory

SACRAMENTO, CA

Data as of Feb 25, 2026 · Source: SEC Form ADV

Rank in CA
#2,966
of 5,480 advisers by AUM
Average account
$594K
across 142 accounts
AUM per adviser
$84M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM
$84M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$84M
Discretionary AUM$84M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients47
Team
Total Employees3
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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