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PAINTED PORCH ADVISORS LLC
CRD 304375 · SEC 801-122861
115 S LA CUMBRE LANE, SUITE 201, SANTA BARBARA, CA, 93105, United States
Phone
805-567-4288
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$571.9M
Discretionary AUM
$571.9M
Team
21 total employees; 13 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 185 | $63.7M |
| High net worth individuals | 107 | $497.9M |
| Pooled investment vehicles | 5 | $10.3M |
States served
CA, CO, DC, IL, MA, NE, NY, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD