RIA Intel›Advisers›California›VEDA FINANCIAL

VEDA FINANCIAL

Advisory

NEWPORT BEACH, CA

Data as of Jan 6, 2026 · Source: SEC Form ADV

Rank in CA
#3,356
of 5,480 advisers by AUM
Average account
$640K
across 86 accounts
AUM per adviser
$55M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 6, 2026.

Total AUM
$55M
Discretionary %
100%
Clients
55
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$55M
Discretionary AUM$55M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients55
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
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.

AGG ASSET MANAGEMENT, LLC
WESTLAKE VILLAGE, CA
$55M
CORE INVESTMENT MANAGEMENT
SAN DIEGO, CA
$55M
+14.8% 1Y
PARAH CAPITAL MANAGEMENT, LLC
FREMONT, CA
$55M
IRI INVESTMENT, LLC
IRVINE, CA
$55M
+5.8% 1Y
ATALAYA LLC
$55M
POPLAR GLOBAL WEALTH MANAGEMENT LLC
DALY CITY, CA
$55M

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