# KETRON FINANCIAL LLC

KETRON FINANCIAL LLC of NOVATO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 330807
- Type: SEC-registered investment adviser
- SEC file number: 801-130222
- Location: 1500 GRANT AVE STE 238, NOVATO, CA, 94945
- Phone: 415-892-0928
- Latest filing: 2026-05-12
- Regulatory AUM: $384.0M
- Discretionary AUM: $384.0M
- Clients: 5
- Accounts: 733

## Business model

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

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Courtenay A Wise | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Ruth E Aguirre | MEMBER | — |
| Wise Courtenay A | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Aguirre Ruth E | MEMBER | — |
| Courtenay A. Wise | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Ruth E. Aguirre | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330807/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330807/similar
- Related entities: https://search.stillhousedata.com/firm/330807/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330807

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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.