# C.D. ALLEN WEALTH MANAGEMENT, LLC

C.D. ALLEN WEALTH MANAGEMENT, LLC of SANTA BARBARA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 131588
- Type: SEC-registered investment adviser
- Location: 209 POR LA MAR CIRCLE, SANTA BARBARA, CA, 93103
- Phone: 8058981400
- Latest filing: 2026-07-14
- Regulatory AUM: $12.7M
- Discretionary AUM: $12.7M
- Clients: 1
- Accounts: 5

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131588/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131588/similar
- Related entities: https://search.stillhousedata.com/firm/131588/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131588

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.