RAVEN WEALTH ADVISORS
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1CARLOTA VENEGAS
Founder, CEO and CCOCRD 4781677
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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