RIA Intel›Advisers›California›WEBB FINANCIAL GROUP LLC

WEBB FINANCIAL GROUP LLC

Advisory

MISSION VIEJO, CA

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

Rank in CA

#2,859

of 5,480 advisers by AUM

Average account

$226K

across 417 accounts

AUM per adviser

$94M

1 advisers

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

Total AUM

$94M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$94M

Discretionary AUM$94M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients224

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, 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

224 clients

53 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.

CYPRESS PRAXIS, LLC

$94M

SAXON SECURITIES LLC

SAN FRANCISCO, CA

$95M

KING WEALTH ADVISORS, LLC

$94M

CAPITAL WEALTH PLANNERS, LLC

$94M

DIVERSIFIED WEALTH MANAGEMENT SOLUTIONS, LLC

$94M

BRONWOOD MANAGEMENT CORP

CARPINTERIA, CA

$95M

Get the full picture on WEBB FINANCIAL GROUP LLC

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

Create a free account →See plans