| Name | Title | Ownership | Since |
|---|---|---|---|
| Rosejar LLC | Member | 5-10% | 2025 |
| Taylor Robert Schulte Control | Founder, Cco, Financial Planner, And Member | Over 75% | 2017 |
| Tja Planning & Consulting LLC | Member | 10-25% | 2024 |
Define Financial, LLC reports $275.8 million in regulatory assets under management on its Form ADV.
Define Financial, LLC reports 4 employees.
Define Financial, LLC is based in San Diego, CA and has been SEC-registered since 2021.
Define Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 12526 High Bluff Drive, Suite 270, San Diego, CA 92130 |
| Phone | (858) 345-1197 |
| Fax | (858) 345-1319 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $275.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $275.8M |