RIA Intel›Advisers›California›THINK WEALTH, LLC

THINK WEALTH, LLC

Advisory

VALENCIA, CA

Data as of Apr 30, 2026 · Source: SEC Form ADV

Rank in CA

#4,938

of 5,480 advisers by AUM

Average account

$44K

across 110 accounts

AUM per adviser

$2M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 30, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients110

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

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

110 clients

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.

BUTRIMOVITZ, GERALD PAUL

$5M

JIMENEZ, JAMES ANTHONY

$5M

VERA WEALTH LLC

$5M

AMB FINANCIAL LLC

$5M

YIELD GROWTH ADVISORS LLC

$5M

JLE WEALTH MANAGEMENT, LLC

$5M

Get the full picture on THINK WEALTH, LLC

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

Create a free account →See plans