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VON ADELUNG WEALTH MANAGEMENT

Advisory

MONTROSE, CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in CA
#2,945
of 5,480 advisers by AUM
Average account
$107K
across 800 accounts
AUM per adviser
$43M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$86M
Discretionary %
75.6%
Clients
300
Employees
5

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$86M
Discretionary AUM$65M
Non-Discretionary AUM$21M
Discretionary %75.6%
Total Clients300
Team
Total Employees5
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates In10 states
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

OCEAN AVENUE FINANCIAL SERVICES LLC
SANTA MONICA, CA
$86M
IMPACTADVISOR LLC
SF, CA
$86M
VAN KASPER ADVISERS
SAN FRANCISCO, CA
$86M
GOAL LINE WEALTH MANAGEMENT, INC.
$86M
RGB CAPITAL GROUP, LLC
$86M
ROHER, MARTIN S.
SAN FRANCISCO, CA
$86M
-20.6% 1Y

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