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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SCHULTE, TAYLOR, ROBERT | I | FOUNDER, CEO, CCO, AND MEMBER | E | Control |
| SCHULTE, TAYLOR, ROBERT | I | FOUNDER, CEO, CCO, AND MEMBER | E | Control |
| SCHULTE, TAYLOR, ROBERT | I | FOUNDER, CEO, CCO, AND MEMBER | E | Control |
| SCHULTE, TAYLOR, ROBERT | I | FOUNDER, CEO, CCO, AND MEMBER | E | Control |
| SCHULTE, TAYLOR, ROBERT | I | FOUNDER, CEO, CCO, AND MEMBER | E | Control |
| SCHULTE, TAYLOR, ROBERT | I | FOUNDER, CEO, CCO, AND MEMBER | E | Control |
| SCHULTE, TAYLOR, ROBERT | I | FOUNDER, CEO, CCO, AND MEMBER | E | Control |
| SCHULTE, TAYLOR, ROBERT | I | FOUNDER, CEO, CCO, AND MEMBER | E | Control |
| SCHULTE, TAYLOR, ROBERT | I | FOUNDER, CEO, CCO, AND MEMBER | E | Control |
| SCHULTE, TAYLOR, ROBERT | I | FOUNDER, CEO, CCO, AND MEMBER | E | Control |
| SCHULTE, TAYLOR, ROBERT | I | FOUNDER, CEO, CCO, AND MEMBER | E | Control |
| SCHULTE, TAYLOR, ROBERT | I | FOUNDER, CEO, CCO, AND MEMBER | E | Control |
| SCHULTE, TAYLOR, ROBERT | I | FOUNDER, CCO, FINANCIAL PLANNER, AND MEMBER | E | Control |
| SCHULTE, TAYLOR, ROBERT | I | FOUNDER, CCO, FINANCIAL PLANNER, AND MEMBER | E | Control |
| AUBREY, TYLER, JOSEPH | I | FINANCIAL PLANNER AND MEMBER | B | |
| AUBREY, TYLER, JOSEPH | I | FINANCIAL PLANNER AND MEMBER | B | |
| AUBREY, TYLER, JOSEPH | I | FINANCIAL PLANNER AND MEMBER | B | |
| AUBREY, TYLER, JOSEPH | I | FINANCIAL PLANNER AND MEMBER | B | |
| AUBREY, TYLER, JOSEPH | I | FINANCIAL PLANNER AND MEMBER | B | |
| AUBREY, TYLER, JOSEPH | I | FINANCIAL PLANNER AND MEMBER | B | |
| AUBREY, TYLER, JOSEPH | I | FINANCIAL PLANNER AND MEMBER | B | |
| AUBREY, TYLER, JOSEPH | I | FINANCIAL PLANNER AND MEMBER | B | |
| TJA PLANNING & CONSULTING LLC | DE | MEMBER | B | |
| TJA PLANNING & CONSULTING LLC | DE | MEMBER | B | |
| TJA PLANNING & CONSULTING LLC | DE | MEMBER | B | |
| TJA PLANNING & CONSULTING LLC | DE | MEMBER | B | |
| TJA PLANNING & CONSULTING LLC | DE | MEMBER | B | |
| ROSEJAR LLC | DE | MEMBER | A | |
| ROSEJAR LLC | DE | MEMBER | A | |
| ROSEJAR LLC | DE | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| AUBREY, TYLER, JOSEPH | I | TJA PLANNING & CONSULTING LLC | E | Control |
| AUBREY, TYLER, JOSEPH | I | TJA PLANNING & CONSULTING LLC | E | Control |
Registrations
Federal
IA
Dec 10, 2025 REGISTERED
Notice Filings (4)
CA LA MO TX
Address
12526 HIGH BLUFF DRIVESUITE 270
SAN DIEGO, CA 92130
United States
Phone: (858) 345-1197