# APPIAN WAY FINANCIAL LLC

APPIAN WAY FINANCIAL LLC of PASADENA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 168109
- Type: SEC-registered investment adviser
- SEC file number: 801-131263
- Location: 680 E COLORADO BLVD, STE 180, PASADENA, CA, 91101
- Phone: (626) 210-2660
- Latest filing: 2026-03-23
- Regulatory AUM: $142.9M
- Discretionary AUM: $138.0M
- Non-discretionary AUM: $4.9M
- Clients: 1
- Accounts: 316

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Kevin Doane Sheldahl | PRINCIPAL/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | — |
| SHELDAHL KEVIN DOANE | PRINCIPAL/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168109/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168109/similar
- Related entities: https://search.stillhousedata.com/firm/168109/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168109

---

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.