$3.2M Total AUM
$3.2M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-09-2022
- Office Locations
- 1
Office Locations
-- ELK Grove CA
About Spark Financials LLC
Spark Financials is a California-based RIA providing personalized financial planning for women, with guidance on goal setting, life transitions, and investing with clarity. Founder Danielle Miura (CFP®, MSFP, EA) combines comprehensive planning with investment and tax planning support. The firm runs portfolios via third-party custodians such as Charles Schwab and Altruist.
Team overview
-- AVG AGE
$3.2M AVG AUM / ADVISOR
$320.0K AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Danielle Miura
Certified Financial Planner, Chief Compliance Officer
- CRD
- #7431886
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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