R
Raven Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Raven Wealth Advisors is a fee-only registered investment adviser that offers investment management, comprehensive financial planning, and divorce-related financial planning to individuals, corporations, and other businesses. Although categorized as an investment manager, the firm reported no assets under management at the time of filing and provides both ongoing and limited-scope project engagements as well as educational seminars.
The firm implements client portfolios using asset allocation across equities, fixed income, mutual funds, ETFs and cash equivalents and may trade on a discretionary basis consistent with stated client objectives. In addition to the more common percentage-of-AUM advisory model, Raven Wealth Advisors also offers project work that can be billed on an hourly basis, and ongoing planning services are available separate from discretionary portfolio management.
Noteworthy features include the firm’s offering of public and organizational educational seminars and speaking engagements—an uncommon service among peers—and an explicit focus on divorce financial planning supported by a divorce-finance credential. The firm is recently formed and operates with a single principal, and it emphasizes tailored planning engagements and limited-scope project work that can be delivered outside of a traditional pooled-asset manager model.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Divorce financial planning
Business sale tax planning
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Demographic focus
Approaching retirement
Divorced Women
Fee options
Project-based financial planning fixed fees range from $5,000 to $10,000; Divorce financial planning upfront fee $5,000 for first six months; Educational seminars $0 to $2,500 per seminar
$1 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.35%
$250/hour for project-based financial planning
Ongoing Financial Planning annual fee ranges from $5,000 to $10,000, billed monthly in advance
Account minimum: $500,000 Fee-only: Investment management fees as tiered percentage of AUM; Financial planning fees charged separately.
Main office location
Raven Wealth Advisors
680 E Colorado Blvd., Suite 180
Pasadena CA 91101, United States
Number of offices
1
Most active in
Raven Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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