Cultivating Wealth
Cultivating Wealth is an SEC-registered wealth manager with $209.8M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Cultivating Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282447, SEC 801-107270, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $209.8M (2026-03-27)
- Firm type
- Wealth Manager
- Employees
- 5
- Clients
- 175
- CRD
- 282447
- Ownership
- STANICH, SARA, BETH
How much AUM does Cultivating Wealth have?
Cultivating Wealth reported $209.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Cultivating Wealth?
Disclosed owners and executives of Cultivating Wealth include STANICH, SARA, BETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.