RIA Intel›Advisers›California›TAILORED WEALTH MANAGEMENT, LLC

TAILORED WEALTH MANAGEMENT, LLC

Advisory

ROSEVILLE, CA

Data as of Feb 22, 2026 · Source: SEC Form ADV

Rank in CA

#3,159

of 5,480 advisers by AUM

Average account

$124K

across 548 accounts

AUM per adviser

$23M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 22, 2026.

Total AUM

$68M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$68M

Discretionary AUM$0

Non-Discretionary AUM$68M

Discretionary %0%

Total Clients257

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, NV, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

257 clients

82 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

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

FOCUSED FINANCES, LLC

$68M

THE MONROE TEAM, INC

$68M

BLACK HILL CAPITAL PARTNERS, LLC

SAN FRANCISCO, CA

$68M

BLACK DOG INVESTMENTS, INC.

$68M

MILLAR, TIMOTHY, PATRICK

$68M

MB3 CONSULTING LLC

$68M

Get the full picture on TAILORED WEALTH MANAGEMENT, LLC

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

Create a free account →See plans