AMBASTHA FINANCIAL LLC

AMBASTHA FINANCIAL LLC is an SEC-registered investment adviser (CRD 300294). Regulatory assets under management: $5.9M.

Registration

• CRD: 300294
• Type: Registered investment adviser
• Phone: 650-603-0594
• Latest filing: 2026-01-12
• Regulatory AUM: $5.9M
• Discretionary AUM: $5.9M
• Clients: 2
• Accounts: 14

Business model

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

Clients served: 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 300294 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search