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APPIAN WAY FINANCIAL
APPIAN WAY FINANCIAL LLC
CRD 168109 · SEC 801-131263
680 E COLORADO BLVD, STE 180, PASADENA, CA, 91101, United States
Phone
(626) 210-2660
Fax
(626) 210-2838
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$142.9M
Discretionary AUM
$138.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $66.9M |
| High net worth individuals | 23 | $55.3M |
States served
CA
Official SEC filing: View on IAPD