RAVEN WEALTH ADVISORS

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

Firm details

Headquarters
PASADENA, California
CRD number
339849
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Raven Wealth Advisors operates as a limited liability company with individual ownership. The firm’s advisory services center on financial planning, portfolio management for individuals and small businesses, and delivering educational seminars or workshops. Its fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee options. Regulatory and classification fields in the source are minimal: the adviser is not identified as a multi-state or pension consultant, is not described as a capital allocator or related adviser, and is not flagged as an active ESG investor. The record also does not characterize the firm under a specific advisory classification beyond the items above.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • CARLOTA VENEGAS

    Founder, CEO and CCOCRD 4781677

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PASADENA, CA

LOS ANGELES

Location

PASADENA, CA

Headquartered in PASADENA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
680 E Colorado Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth