$12.7M Total AUM
$12.7M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท E*TRADE
- Clients
- Retail
- Platforms
- Signal foundation
- 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
$12.7M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
22.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
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Asset Classes
North crest Zenith
Client Personas
Signal
Custodian
Legacy summit
Investment Themes
Glacier
Investment Vehicles
Pathway capital
Services
Atlas Bridge bridge Beacon oak Horizon Glacier glacier
Technology
Vital legacy
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 | $12,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,700,000
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% |