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CULTIVATE FINANCIAL GROUP LLC
CRD 288980
16185 LOS GATOS BOULEVARD, SUITE 205, LOS GATOS, CA, 95032, United States
Phone
650-451-3008
Fax
650-451-3003
Registration
— (—)
Source
State registered
Total AUM
$61.7M
Discretionary AUM
$61.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $7.7M |
| High net worth individuals | 15 | $49.0M |
| Charitable organizations | 1 | $5.0M |
| Corporations/business entities | 1 | $71K |
All web addresses on file
Official SEC filing: View on IAPD