APPIAN WAY FINANCIAL LLC
Legal name: APPIAN WAY FINANCIAL
CRD #168109 SEC #801-131263 PASADENA, CA (626) 210-2660
SEC Registered
Total AUM
$123.7M
Discretionary
$121.7M
Employees
1
Clients
10
Accounts
301
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $123.7M | $121.7M | $2M | 1 | 0 |
| Nov 2024 | $121.2M | $119.5M | $1.7M | 1 | 0 |
| Oct 2024 | $121.2M | $119.5M | $1.7M | 1 | 0 |
| Sep 2024 | $121.2M | $119.5M | $1.7M | 1 | 0 |
DateMar 2025
Total AUM$123.7M
Discretionary$121.7M
Non-Disc.$2M
Employees1
Clients0
DateNov 2024
Total AUM$121.2M
Discretionary$119.5M
Non-Disc.$1.7M
Employees1
Clients0
DateOct 2024
Total AUM$121.2M
Discretionary$119.5M
Non-Disc.$1.7M
Employees1
Clients0
DateSep 2024
Total AUM$121.2M
Discretionary$119.5M
Non-Disc.$1.7M
Employees1
Clients0