Raven Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Raven Wealth Advisors is a fee-only registered adviser that offers investment management and both project-based and ongoing financial planning to individuals, corporations, and other businesses; it also provides divorce financial planning and educational seminars or speaking engagements. The firm’s ADV notes a general account minimum of $500,000 (waivable) and, as a newly formed adviser, reported no assets under management on its filing.
The firm says it builds individualized investment policies and asset-allocation targets and manages portfolios across stocks, bonds, mutual funds, ETFs, municipal securities and cash, using fundamental, technical, and cyclical analysis. Portfolio arrangements may be discretionary or non-discretionary, and the firm describes ongoing planning and periodic account reviews as an integrated part of its investment management work.
What stands out relative to many peers is the explicit divorce financial-planning practice and the use of educational seminars as part of its service mix, together with professional credentials oriented to financial planning and divorce analysis. The brochure also emphasizes institutional integrations—naming custodial platforms (Charles Schwab, Altruist, Fidelity) that the firm requires clients to use—which the firm notes supports its reporting and technology but may limit clients’ choice of broker‑dealers.
Client services
Expertise
Fee options
Fixed fees ranging from $5,000 to $10,000 for project-based financial planning
$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 per hour for project-based financial planning
Account minimum: $500,000 (may be reduced or waived on a case-by-case basis) Fee-only: Financial planning fees ranging from $5,000 to $10,000 annually for ongoing planning; $5,000 to $10,000 fixed fees or $250 hourly rate for project-based planning; upfront $5,000 for divorce planning covering first six months
Main office
155 N Lake Ave, Suite #800
Pasadena CA 91101
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Raven Wealth Advisors · Raven Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Lawyer
They provide legal services, typically billed separately.
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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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