VON ADELUNG WEALTH MANAGEMENT

VON ADELUNG WEALTH MANAGEMENT of MONTROSE, CA is an SEC-registered investment adviser (CRD 134849). Regulatory assets under management: $86.0M.

Registration

• CRD: 134849
• Type: Registered investment adviser
• Location: 2550 HONOLULU AVENUE, MONTROSE, CA, 91020
• Phone: 818-547-4822
• Latest filing: 2026-03-26
• Regulatory AUM: $86.0M
• Discretionary AUM: $65.0M
• Non-discretionary AUM: $21.0M
• Clients: 5
• Accounts: 800

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134849 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search