CULTIVATE FINANCIAL GROUP LLC

CULTIVATE FINANCIAL GROUP LLC of LOS GATOS, CA is an SEC-registered investment adviser (CRD 288980). Regulatory assets under management: $61.7M.

Registration

• CRD: 288980
• Type: Registered investment adviser
• Location: 16185 LOS GATOS BOULEVARD, LOS GATOS, CA, 95032
• Phone: 650-451-3008
• Latest filing: 2026-03-19
• Regulatory AUM: $61.7M
• Discretionary AUM: $61.7M
• Clients: 1
• Accounts: 49

Business model

Compensation: % of AUM, 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 288980 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search