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ALLWORTH FINANCIAL, L.P.
CRD 111167File 801-68255
APPROVED
Retail clients
Custody
Filing as of Jul 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$33.55B
Top 10% of cohort (national)
Discretionary AUM
$33.06B
Non-discretionary $489.4M
Clients
29,297
75,126 accounts
Employees
493
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 27, 2007
- Principal office
- 340 PALLADIO PKWY., SUITE 501, FOLSOM, CA, 95630
- Phone
- 916-482-2196
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $33.55B
- Discretionary AUM
- $33.06B
- Non-discretionary AUM
- $489.4M
- Discretionary accounts
- 73,370
- Non-discretionary accounts
- 1,756
- Total accounts
- 75,126
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 143 | $430.2M |
| Charitable organizations | 107 | $30.6M |
| High net worth individuals | 9,283 | $25.23B |
| Pooled investment vehicles | 2 | $54.8M |
| Pension and profit sharing plans | 259 | $808.5M |
| Individuals (other than high net worth individuals) | 19,503 | $7.00B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.