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ARDEN GLOBAL FAMILY OFFICES
ARDENWOOD ADVISORS, LLC
CRD 337412 · SEC 801-133840
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$107.1M
Discretionary AUM
$102.9M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Subscription fees; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $26.4M |
| Charitable organizations | 1 | $5.2M |
| Corporations/business entities | 2 | $75.5M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD