25 Financial
25 Financial is an SEC-registered wealth manager in Saint Louis, MO with $545.0M assets under management (AUM, regulatory AUM), +31% over one year. See who owns 25 Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317916, SEC 801-123213, data through 2026-05-19.
- AUM (assets under management / regulatory AUM)
- $545.0M (2026-05-19)
- Firm type
- Wealth Manager
- Location
- Saint Louis, MO
- Employees
- 19
- Clients
- 505
- CRD
- 317916
- Ownership
- LARSON, RANDALL, SCOTT; MEYERS, BRADLEY, STEVEN; LARSON, JEFFREY, SCOTT; BROOKS, NATHAN, JAMES
How much AUM does 25 Financial have?
25 Financial reported $545.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-19).
Who owns 25 Financial?
Disclosed owners and executives of 25 Financial include LARSON, RANDALL, SCOTT, MEYERS, BRADLEY, STEVEN, LARSON, JEFFREY, SCOTT, BROOKS, NATHAN, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.