Appian Way Financial
Appian Way Financial is an SEC-registered wealth manager in Pasadena, CA with $142.9M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Appian Way Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168109, SEC 801-131263, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $142.9M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Pasadena, CA
- Employees
- 1
- Clients
- 104
- CRD
- 168109
- Ownership
- SHELDAHL, KEVIN, DOANE
How much AUM does Appian Way Financial have?
Appian Way Financial reported $142.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Appian Way Financial?
Disclosed owners and executives of Appian Way Financial include SHELDAHL, KEVIN, DOANE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.