Menlo Advisors LLC
Menlo Advisors LLC is an SEC-registered wealth manager in Menlo Park, CA with $369.7M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Menlo Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 122721, SEC 801-61504, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $369.7M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Menlo Park, CA
- Employees
- 2
- Clients
- 40
- CRD
- 122721
- Ownership
- SEYMOUR, KENT, ROBERT; SEYMOUR, TRACEY, SEALER; SEYMOUR, TRACY, SUE
How much AUM does Menlo Advisors LLC have?
Menlo Advisors LLC reported $369.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Menlo Advisors LLC?
Disclosed owners and executives of Menlo Advisors LLC include SEYMOUR, KENT, ROBERT, SEYMOUR, TRACEY, SEALER, SEYMOUR, TRACY, SUE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.