|
⚲
|
| Arimathea
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|
|
|---|---|
| CRD # | 330140 |
| SEC # | 801-129748 |
| CIK # | |
| AUM | $39.9 M (2026-03-27) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 707-813-7070 |
| Address | 319 N Main St Fort Bragg, CA 95437 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 15.2 |
| (b) Individuals (high net worth individuals) | 0 | 3.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 21.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 103 | 39.9 |
| By Discretionary | ||
| Discretionary | 103 | 39.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 103 | 39.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 39.9 | |
| Total | 103 | 39.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RNC RIA LLC
✚
|
MA | 0.1 |
|
American Wealth Administration Group LLC
✚
|
NY | 0.0 |
|
Atlas Financial Advisors Inc
✚
|
CA | 0.0 |
|
Cambridge Advisors LLC
✚
|
NY | 0.0 |
|
LAVA Wealth Management LLC
✚
|
0.0 | |
|
Brueske Advisory Services LLC
✚
|
WA | 0.0 |
|
Sage Tree Wealth Inc
✚
|
NY | 0.0 |
|
Cambridge Wealth Management LLC
✚
|
NY | 0.0 |
|
DMLO Wealth Planning LLC
✚
|
KY | 0.0 |
|
Metis Capital Management LLC
✚
|
0.0 |