Addition Wealth
Addition Wealth is an SEC-registered ria with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Addition Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318018, SEC 801-125972, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-03-31)
- Firm type
- Ria
- Employees
- 23
- CRD
- 318018
- Ownership
- MAHONY, ANA, CLARA; CHOU, AMY; RETIRE SOUND, INC.
How much AUM does Addition Wealth have?
Addition Wealth reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Addition Wealth?
Disclosed owners and executives of Addition Wealth include MAHONY, ANA, CLARA, CHOU, AMY, RETIRE SOUND, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.