RIA IntelAdvisersCaliforniaWADA CAPITAL MANAGEMENT, LLC

WADA CAPITAL MANAGEMENT, LLC

Advisory

EL CERRITO, CA

Data as of Aug 24, 2026 · Source: SEC Form ADV

Rank in CA
#3,573
of 5,480 advisers by AUM
Average account
$45M
across 1 accounts
AUM per adviser
$45M
1 advisers

Source: SEC Form ADV. Figures as filed Aug 24, 2026.

Total AUM
$45M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$45M
Discretionary AUM$45M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees2
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

Advisers of similar size in CA

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

LONDON PACIFIC INSURANCE MARKETING CO
SACREMENTO, CA
$45M
-14.5% 1Y
DEEP BLUE CAPITAL MANAGEMENT, L.P.
MENLO PARK, CA
$45M
-13.4% 1Y
DBN WEALTH MANAGEMENT, LLC
SANTA BARBARA, CA
$45M
0.0% 1Y
MOLUMPHY CAPITAL MANAGEMENT
SAN FRANCISCO, CA
$45M
-3.8% 1Y
IRA SOLUTIONS, INC.
SAN DIEGO, CA
$45M
GRIFFIN CAPITAL BDC ADVISOR, LLC
EL SEGUNDO, CA
$45M
+9.7% 1Y

Get the full picture on WADA CAPITAL MANAGEMENT, LLC

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

Create a free account →See plans