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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-25-2013
- Office Locations
- 1
Office Locations
About Appian WAY Financial
Appian WAY Financial is a Pasadena-based RIA. The firm has been operating for 13 years. Managing $142.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between March 15, 2025 and March 23, 2026, reported AUM increased 15.5%, from $123.7M to $142.9M.
Across 3 reported observations, AUM increased 17.9% between November 12, 2024 and March 23, 2026, from $121.2M to $142.9M.
Of the latest reported AUM, 96.6% is discretionary and 3.4% is non-discretionary.
The firm reports 1 advisory representatives and 104 clients, or 104 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Investment Themes
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- Services
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Owner & Executives
KEVIN DOANE SHELDAHL
Chief Compliance Officer, Managing Member, PRINCIPAL, Vice President
- CRD
- #4518489
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $137,994,806 | $463,070 |
| Non-Discretionary | $4,876,031 | $270,891 |
| Total | $142,870,837 | $452,123 |
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Separately Managed Accounts
SMA allocation detail is available
Appian WAY Financial has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.