CHRYSADIA FINANCIAL, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
NEWARK, California
CRD number
326813
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Chrysadia Financial, LLC is a privately held limited liability company that operates as an independent investment adviser and capital allocator. Ownership is individual rather than corporate or institutional, and the firm is classified as unclassified in the source data. Chrysadia provides fee-based advisory services under multiple billing arrangements, including a percentage-of-assets model alongside hourly and fixed-fee engagements. The firm’s advisory activity centers on financial planning and discretionary portfolio management for individuals, small businesses, and institutions. It also performs selection-of-other-advisers, which indicates a role in sourcing or overseeing external managers on behalf of clients. Chrysadia reports being an active ESG investor, suggesting environmental, social, and governance considerations are part of its investment vetting and allocation decisions. It is not flagged as a multi-state adviser, pension consultant, or related adviser in the available data.

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • FAITH COUNIO

    CEO & CCOCRD 7516831

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

NEWARK, CA

ALAMEDA

Location

NEWARK, CA

Headquartered in NEWARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
ALAMEDA
Address
39899 Balentine Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth