Ketron Financial LLC
Ketron Financial LLC is an SEC-registered wealth manager in Novato, CA with $384.0M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Ketron Financial LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330807, SEC 801-130222, data through 2026-05-12.
- AUM (assets under management / regulatory AUM)
- $384.0M (2026-05-12)
- Firm type
- Wealth Manager
- Location
- Novato, CA
- Employees
- 5
- Clients
- 262
- CRD
- 330807
- Ownership
- Wise, Courtenay, A.; Aguirre, Ruth, E.
How much AUM does Ketron Financial LLC have?
Ketron Financial LLC reported $384.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-12).
Who owns Ketron Financial LLC?
Disclosed owners and executives of Ketron Financial LLC include Wise, Courtenay, A., Aguirre, Ruth, E.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.