15 Equity
15 Equity is an SEC-registered wealth manager in Santa Barbara, CA with $135.9M assets under management (AUM, regulatory AUM), +10% over one year. See who owns 15 Equity: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310628, SEC 801-119711, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $135.9M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Santa Barbara, CA
- Employees
- 7
- Clients
- 112
- CRD
- 310628
- Ownership
- LUCIA, RAYMOND, JOSEPH; LUCIA, JOSEPH, PAUL; HELFERT, LANCE, WILLIAM; AVNET, MITCHELL, STEVEN; LOWE, RYAN, ATTICUS
How much AUM does 15 Equity have?
15 Equity reported $135.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns 15 Equity?
Disclosed owners and executives of 15 Equity include LUCIA, RAYMOND, JOSEPH, LUCIA, JOSEPH, PAUL, HELFERT, LANCE, WILLIAM, AVNET, MITCHELL, STEVEN, LOWE, RYAN, ATTICUS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.