URSA FINANCIAL, LLC

CRD 306491 · SEC 801-117785

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$16.6M

Discretionary AUM

$16.6M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-13

Disciplinary history

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Services

Portfolio management (individuals)

Client types

Type	Clients	AUM
Individuals	115	$3.6M
High net worth individuals	3	$13.0M

States served

CA, NY, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD