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C.d. Allen Wealth Management, LLC

C.d. Allen Wealth Management, LLC. CRD 131588

C.d. Allen Wealth Management, LLC logo

CRD: 131588

C.d. Allen Wealth Management, LLC

Santa Barbara, CA, 93103
8058981400
$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
21 yrs Firm Age

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Firm Details

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

Insights

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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

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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Contacts

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Assets Under Management

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

$4.0M Total SMA
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%

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