EDUCATED SOLUTIONS

EDUCATED SOLUTIONS is an SEC-registered investment adviser (CRD 304287). Regulatory assets under management: $51.0M.

Registration

• CRD: 304287
• Type: Registered investment adviser
• Phone: (805) 896-7558
• Latest filing: 2026-03-30
• Regulatory AUM: $51.0M
• Discretionary AUM: $51.0M
• Clients: 1
• Accounts: 83

Business model

Compensation: % of AUM.

Clients served: 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 304287 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search