Ursa Financial, LLC
Ursa Financial, LLC is an SEC-registered mass-market adviser with $16.6M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Ursa Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306491, SEC 801-117785, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $16.6M (2026-03-13)
- Firm type
- Mass-Market Adviser
- Employees
- 1
- Clients
- 118
- CRD
- 306491
- Ownership
- JUE, RYAN, JEFFREY; URSA TECHNOLOGIES; Jue, Brandon, Jeffrey
How much AUM does Ursa Financial, LLC have?
Ursa Financial, LLC reported $16.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Ursa Financial, LLC?
Disclosed owners and executives of Ursa Financial, LLC include JUE, RYAN, JEFFREY, URSA TECHNOLOGIES, Jue, Brandon, Jeffrey. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.