My Personal Cfo, LLC
My Personal Cfo, LLC is an SEC-registered ria in Vancouver, WA with $365.1M assets under management (AUM, regulatory AUM), +9% over one year. See who owns My Personal Cfo, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299424, SEC 801-120606, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $365.1M (2026-03-13)
- Firm type
- Ria
- Location
- Vancouver, WA
- Employees
- 3
- Clients
- 85
- CRD
- 299424
- Ownership
- BERNAZZANI, MARK, ANTHONY
How much AUM does My Personal Cfo, LLC have?
My Personal Cfo, LLC reported $365.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns My Personal Cfo, LLC?
Disclosed owners and executives of My Personal Cfo, LLC include BERNAZZANI, MARK, ANTHONY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.