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VON ADELUNG WEALTH MANAGEMENT
CRD 134849
2550 HONOLULU AVENUE, SUITE 209, MONTROSE, CA, 91020, United States
Phone
818-547-4822
Fax
818-547-4823
Registration
— (—)
Source
State registered
Total AUM
$86.0M
Discretionary AUM
$65.0M
Team
5 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 285 | $64.1M |
| High net worth individuals | 11 | $19.5M |
| Pension/profit sharing plans | 2 | $2.3M |
| Corporations/business entities | 2 | $4K |
All web addresses on file
Official SEC filing: View on IAPD