COHERENT FINANCIAL ADVISERS, LLC

COHERENT FINANCIAL ADVISERS, LLC is an SEC-registered investment adviser (CRD 281877). Regulatory assets under management: $41.3M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 281877
• Type: Registered investment adviser
• Phone: (623) 432-1157
• Latest filing: 2025-07-31
• Regulatory AUM: $41.3M
• Discretionary AUM: $32.2M
• Non-discretionary AUM: $9.1M
• Clients: 2
• Accounts: 141

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281877 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search