Painted Porch Advisors LLC
Painted Porch Advisors LLC is an SEC-registered wealth manager in Santa Barbara, CA with $571.9M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Painted Porch Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304375, SEC 801-122861, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $571.9M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Santa Barbara, CA
- Employees
- 21
- Clients
- 297
- CRD
- 304375
- Ownership
- LLOYD, BRIAN, DENNIS; CASTANINO, JAMES, JOHN; SCHLIEMANN, KURT, RICHARD
How much AUM does Painted Porch Advisors LLC have?
Painted Porch Advisors LLC reported $571.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Painted Porch Advisors LLC?
Disclosed owners and executives of Painted Porch Advisors LLC include LLOYD, BRIAN, DENNIS, CASTANINO, JAMES, JOHN, SCHLIEMANN, KURT, RICHARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.