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CARDENAS ASSET MANAGEMENT, LLC

CRD 114943 · SEC 801-134367

Corporate platformLLC

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$149.3M

Discretionary AUM

$123.4M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-04

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals116$17.7M
High net worth individuals55$106.0M
Charitable organizations5$3.8M
Corporations/business entities9$21.7M

Official SEC filing: View on IAPD