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Appian Way Financial LLC

● SEC registered since 2024CRD 168109SEC# 801-131263Pasadena, CA
Export (members)
Reg. AUM
$123.7M
Employees
1
Accounts
301
Location
Pasadena, CA

Appian Way Financial LLC assets under management

Appian Way Financial LLC is an investment advisory firm registered with the SEC based in Pasadena, CA. The firm has been registered since 2024. It reports $123.7 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Appian Way Financial LLC owners & executives

1 reported
NameTitleOwnershipSince
Kevin Doane Sheldahl ControlPrincipal/Chief Compliance Officer/Managing MemberOver 75%2013

Frequently asked questions

How much does Appian Way Financial LLC manage?

Appian Way Financial LLC reports $123.7 million in regulatory assets under management on its Form ADV.

How many employees does Appian Way Financial LLC have?

Appian Way Financial LLC reports 1 employees.

Where is Appian Way Financial LLC located?

Appian Way Financial LLC is based in Pasadena, CA and has been SEC-registered since 2024.

Does Appian Way Financial LLC disclose fund performance?

Appian Way Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address680 E Colorado Blvd, Ste 180, Pasadena, CA 91101
Phone(626) 210-2660
Fax(626) 210-2838
Office hoursBy Appointment
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$121.7M
Non-discretionary$2M
Total (RAUM)$123.7M