DEFINE FINANCIAL, LLC
CRD #286648 SEC #801-122024 SAN DIEGO, CA (858) 345-1197
SEC Registered
Total AUM
$275.8M
Discretionary
$275.8M
Employees
4
Clients
101
Accounts
524
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $275.8M | $275.8M | $0 | 4 | 0 |
| Jul 2025 | $275.8M | $275.8M | $0 | 4 | 0 |
| Mar 2025 | $241.4M | $241.4M | $0 | 4 | 0 |
| Nov 2024 | $205.2M | $205.2M | $0 | 4 | 0 |
| Oct 2024 | $205.2M | $205.2M | $0 | 4 | 0 |
| Mar 2024 | $205.2M | $205.2M | $0 | 4 | 0 |
| May 2023 | $162.6M | $162.6M | $0 | 3 | 1 |
| Mar 2023 | $139.2M | $139.2M | $0 | 3 | 1 |
| Nov 2022 | $139.7M | $139.7M | $0 | 3 | 1 |
| Sep 2022 | $139.7M | $139.7M | $0 | 4 | 1 |
| Aug 2022 | $139.7M | $139.7M | $0 | 4 | 1 |
| Mar 2022 | $139.7M | $139.7M | $0 | 3 | 1 |
| Jul 2021 | $113.5M | $113.5M | $0 | 3 | 1 |
DateDec 2025
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees4
Clients0
DateJul 2025
Total AUM$275.8M
Discretionary$275.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$241.4M
Discretionary$241.4M
Non-Disc.$0
Employees4
Clients0
DateNov 2024
Total AUM$205.2M
Discretionary$205.2M
Non-Disc.$0
Employees4
Clients0
DateOct 2024
Total AUM$205.2M
Discretionary$205.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$205.2M
Discretionary$205.2M
Non-Disc.$0
Employees4
Clients0
DateMay 2023
Total AUM$162.6M
Discretionary$162.6M
Non-Disc.$0
Employees3
Clients1
DateMar 2023
Total AUM$139.2M
Discretionary$139.2M
Non-Disc.$0
Employees3
Clients1
DateNov 2022
Total AUM$139.7M
Discretionary$139.7M
Non-Disc.$0
Employees3
Clients1
DateSep 2022
Total AUM$139.7M
Discretionary$139.7M
Non-Disc.$0
Employees4
Clients1
DateAug 2022
Total AUM$139.7M
Discretionary$139.7M
Non-Disc.$0
Employees4
Clients1
DateMar 2022
Total AUM$139.7M
Discretionary$139.7M
Non-Disc.$0
Employees3
Clients1
DateJul 2021
Total AUM$113.5M
Discretionary$113.5M
Non-Disc.$0
Employees3
Clients1