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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-13-2017
- Office Locations
- 1
Office Locations
About Eddy Financial, LLC
Eddy Financial, LLC is a CFP-led wealth management and financial planning firm in Santa Monica serving the Los Angeles area. Advises individuals and families on tax-aware investing, retirement plan decisions, deferred compensation, stock options, business-sale planning, and post-divorce financial resets. 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 2 advisory representatives and 45 clients, or 22.5 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
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Owner & Executives
ANDREW DEVEREUX EDDY
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #3000011
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ROBERT DEVEREUX EDDY JR
Owner
- CRD
- #603372
Showing 1 of 2 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,888,500 | $480,397 |
| Non-Discretionary | $0 | -- |
| Total | $61,888,500 | $480,397 |
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Separately Managed Accounts
SMA allocation detail is available
Eddy Financial, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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