$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
21 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-04-2004
- Office Locations
- 1
Office Locations
-- Santa Barbara CA
About C.d. Allen Wealth Management, LLC
Santa Barbara-based C.D. Allen Wealth Management delivers highly personalized, one-on-one financial planning, including estate and insurance planning, and provides business consulting for owners needing accounting/finance support, funding expertise, or fractional/full-time CFO services. The firm builds portfolios using mutual funds and ETFs and focuses on hands-on guidance for individuals across life stages and closely held businesses.
Team overview
-- AVG AGE
$4.0M AVG AUM / ADVISOR
$400.0K AVG AUM / CLIENT
22 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
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Custodian
Legacy summit Momentum peak
Investment Vehicles
Pathway capital
Services
Atlas Bridge bridge Beacon oak Horizon
Owner & Executives
CRAIG DOUGLAS ALLEN
Investment Advisor, President
- CRD
- #2113344
- Ownership
- 75% or more
(530) 734-4197
delta.oak@capitalcapital.com
in linkedin.com/in/prime-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,000,000
Equity - OTC:
24.8% Equity - Exchange:
28.5% Cash:
46.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $2,157,730,020 | 24.8% |
| Equity - Exchange | $2,479,649,418 | 28.5% |
| Cash | $4,063,144,836 | 46.7% |
| Total | $8,700,524,274 | 100.0% |