Financial Avengers, Inc.
Financial Avengers, Inc. is an SEC-registered wealth manager in Oakland, CA with $488.4M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Financial Avengers, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 119636, SEC 801-78015, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $488.4M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Oakland, CA
- Employees
- 2
- Clients
- 206
- CRD
- 119636
- Ownership
- SWIFT, THOMAS, WAINWRIGHT; MCCORD, ARTHUR, LAVAL
How much AUM does Financial Avengers, Inc. have?
Financial Avengers, Inc. reported $488.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Financial Avengers, Inc.?
Disclosed owners and executives of Financial Avengers, Inc. include SWIFT, THOMAS, WAINWRIGHT, MCCORD, ARTHUR, LAVAL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.