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- Custodian
- Charles Schwab & Company · Lincoln Financial · Transamerica
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-14-2023
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 40 clients, or 40 clients per representative. That equates to $432.5K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on June 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
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- Technology
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Owner & Executives
MICHAEL ARDEN MCCOY
Chief Compliance Officer, Managing Principal
- CRD
- #4721817
- Ownership
- 75% or more
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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
SMA allocation detail is available
Arden Wealth Management has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.