ONWARD ADVISORS LLC
CRD #316214 SEC #801-126708 PASADENA, CA (213) 688-8000
SEC Registered
Total AUM
--
Discretionary
--
Employees
5
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 4, 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 |
|---|---|---|---|---|
| LIMMER, ROBERT, FREDERIC | I | PRINCIPAL- CHIEF GROWTH OFFICER | NA | Control |
| LIMMER, ROBERT, FREDERIC | I | PRINCIPAL- CHIEF GROWTH OFFICER | NA | Control |
| LIMMER, ROBERT, FREDERIC | I | PRINCIPAL- CHIEF GROWTH OFFICER | NA | Control |
| LIMMER, ROBERT, FREDERIC | I | PRINCIPAL- CHIEF GROWTH OFFICER | NA | Control |
| LIMMER, ROBERT, FREDERIC | I | PRINCIPAL- CHIEF GROWTH OFFICER | NA | Control |
| LIMMER, ROBERT, FREDERIC | I | PRINCIPAL- CHIEF GROWTH OFFICER | NA | Control |
| LIMMER, ROBERT, FREDERIC | I | PRINCIPAL- CHIEF GROWTH OFFICER | NA | Control |
| LIMMER, ROBERT, FREDERIC | I | PRINCIPAL- CHIEF GROWTH OFFICER | NA | Control |
| LIMMER, ROBERT, FREDERIC | I | PRINCIPAL- CHIEF GROWTH OFFICER | NA | Control |
| MONE, CHRISTOPHER, MICHAEL | I | PRINCIPAL | NA | Control |
| MONE, CHRISTOPHER, MICHAEL | I | PRINCIPAL | NA | Control |
| MONE, CHRISTOPHER, MICHAEL | I | PRINCIPAL | NA | Control |
| MONE, CHRISTOPHER, MICHAEL | I | PRINCIPAL | NA | Control |
| MONE, CHRISTOPHER, MICHAEL | I | PRINCIPAL | NA | Control |
| MONE, CHRISTOPHER, MICHAEL | I | PRINCIPAL | NA | Control |
| MONE, CHRISTOPHER, MICHAEL | I | PRINCIPAL | NA | Control |
| MONE, CHRISTOPHER, MICHAEL | I | PRINCIPAL | NA | Control |
| MONE, CHRISTOPHER, MICHAEL | I | PRINCIPAL | NA | Control |
| PRESTON, ERIN, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESTON, ERIN, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESTON, ERIN, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESTON, ERIN, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESTON, ERIN, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESTON, ERIN, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESTON, ERIN, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESTON, ERIN, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESTON, ERIN, KATHLEEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STROUP, STEPHEN, FRANCIS | I | HEAD OF SUPERVISION | NA | Control |
| STROUP, STEPHEN, FRANCIS | I | HEAD OF SUPERVISION | NA | Control |
| STROUP, STEPHEN, FRANCIS | I | HEAD OF SUPERVISION | NA | Control |
| STROUP, STEPHEN, FRANCIS | I | HEAD OF SUPERVISION | NA | Control |
| STROUP, STEPHEN, FRANCIS | I | HEAD OF SUPERVISION | NA | Control |
| STROUP, STEPHEN, FRANCIS | I | HEAD OF SUPERVISION | NA | Control |
| STROUP, STEPHEN, FRANCIS | I | HEAD OF SUPERVISION | NA | Control |
| WEDBUSH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| WEDBUSH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| WEDBUSH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| WEDBUSH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| WEDBUSH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| WEDBUSH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| WEDBUSH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| WEDBUSH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
| WEDBUSH FINANCIAL SERVICES, LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| THE BRYN MAWR TRUST COMPANY OF DELAWARE | DE | EDWARD AND JEAN WEDBUSH FAMILY TRUST | F | Control |
| THE BRYN MAWR TRUST COMPANY OF DELAWARE | DE | EDWARD AND JEAN WEDBUSH FAMILY TRUST | F | Control |
| THE BRYN MAWR TRUST COMPANY OF DELAWARE | DE | EDWARD AND JEAN WEDBUSH FAMILY TRUST | F | Control |
| THE BRYN MAWR TRUST COMPANY OF DELAWARE | DE | EDWARD AND JEAN WEDBUSH FAMILY TRUST | F | Control |
| THE BRYN MAWR TRUST COMPANY OF DELAWARE | DE | EDWARD AND JEAN WEDBUSH FAMILY TRUST | F | Control |
| THE BRYN MAWR TRUST COMPANY OF DELAWARE | DE | EDWARD AND JEAN WEDBUSH FAMILY TRUST | F | Control |
| THE BRYN MAWR TRUST COMPANY OF DELAWARE | DE | EDWARD AND JEAN WEDBUSH FAMILY TRUST | F | Control |
| EDWARD AND JEAN WEDBUSH FAMILY TRUST | DE | WEDBUSH FAMILY PARTNERS, LLC | E | Control |
| EDWARD AND JEAN WEDBUSH FAMILY TRUST | DE | WEDBUSH FAMILY PARTNERS, LLC | E | Control |
| EDWARD AND JEAN WEDBUSH FAMILY TRUST | DE | WEDBUSH FAMILY PARTNERS, LLC | E | Control |
| EDWARD AND JEAN WEDBUSH FAMILY TRUST | DE | WEDBUSH FAMILY PARTNERS, LLC | E | Control |
| EDWARD AND JEAN WEDBUSH FAMILY TRUST | DE | WEDBUSH FAMILY PARTNERS, LLC | E | Control |
| EDWARD AND JEAN WEDBUSH FAMILY TRUST | DE | WEDBUSH FAMILY PARTNERS, LLC | E | Control |
| EDWARD AND JEAN WEDBUSH FAMILY TRUST | DE | WEDBUSH FAMILY PARTNERS, LLC | E | Control |
| WEDBUSH CAPITAL | DE | WEDBUSH FINANCIAL SERVICES, LLC | E | Control |
| WEDBUSH CAPITAL | DE | WEDBUSH FINANCIAL SERVICES, LLC | E | Control |
| WEDBUSH CAPITAL | DE | WEDBUSH FINANCIAL SERVICES, LLC | E | Control |
| WEDBUSH CAPITAL | DE | WEDBUSH FINANCIAL SERVICES, LLC | E | Control |
| WEDBUSH CAPITAL | DE | WEDBUSH FINANCIAL SERVICES, LLC | E | Control |
| WEDBUSH CAPITAL | DE | WEDBUSH FINANCIAL SERVICES, LLC | E | Control |
| WEDBUSH CAPITAL | DE | WEDBUSH FINANCIAL SERVICES, LLC | E | Control |
| WEDBUSH FAMILY PARTNERS, LLC | DE | WEDBUSH CAPITAL | D | Control |
| WEDBUSH FAMILY PARTNERS, LLC | DE | WEDBUSH CAPITAL | D | Control |
| WEDBUSH FAMILY PARTNERS, LLC | DE | WEDBUSH CAPITAL | D | Control |
| WEDBUSH FAMILY PARTNERS, LLC | DE | WEDBUSH CAPITAL | D | Control |
| WEDBUSH FAMILY PARTNERS, LLC | DE | WEDBUSH CAPITAL | D | Control |
| WEDBUSH FAMILY PARTNERS, LLC | DE | WEDBUSH CAPITAL | D | Control |
| WEDBUSH FAMILY PARTNERS, LLC | DE | WEDBUSH CAPITAL | D | Control |
Registrations
Federal
IA
Nov 4, 2025 REGISTERED
Notice Filings (1)
CA
Address
225 S. LAKE AVE PENTHOUSEPASADENA, CA 91101
United States
Phone: (213) 688-8000