Define Financial, LLC
Define Financial, LLC is an SEC-registered wealth manager in San Diego, CA with $314.6M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Define Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286648, SEC 801-122024, data through 2026-05-18.
- AUM (assets under management / regulatory AUM)
- $314.6M (2026-05-18)
- Firm type
- Wealth Manager
- Location
- San Diego, CA
- Employees
- 7
- Clients
- 119
- CRD
- 286648
- Ownership
- SCHULTE, TAYLOR, ROBERT; AUBREY, TYLER, JOSEPH; TJA PLANNING & CONSULTING LLC; ROSEJAR LLC; RENDLER, JOSHUA, ALAN
How much AUM does Define Financial, LLC have?
Define Financial, LLC reported $314.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-18).
Who owns Define Financial, LLC?
Disclosed owners and executives of Define Financial, LLC include SCHULTE, TAYLOR, ROBERT, AUBREY, TYLER, JOSEPH, TJA PLANNING & CONSULTING LLC, ROSEJAR LLC, RENDLER, JOSHUA, ALAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.