A
$17.3M Total AUM
$17.3M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Lincoln Financial · Transamerica
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-14-2023
- Office Locations
- 1
Office Locations
-- Danville CA
About Arden Wealth Management
Arden Wealth Management is an independent Danville, CA advisory practice led by Michael Arden McCoy. The firm provides personalized financial planning and investment guidance, helping clients clarify goals, retirement readiness, and risk tolerance, with education across tax, estate, and insurance topics. Portfolios are primarily implemented with ETFs, and client accounts are custodied at Charles Schwab.
Team overview
62 AVG AGE
$17.3M AVG AUM / ADVISOR
$432.5K AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
M
MICHAEL ARDEN MCCOY
Chief Compliance Officer, Managing Principal
- CRD
- #4721817
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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