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ARDEN GLOBAL FAMILY OFFICES
Legal name: ARDENWOOD ADVISORS, LLC
CRD 337412File 801-133840
APPROVED
Retail clients
Custody
Filing as of Jul 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$146.0M
Bottom 25% of cohort (national)
Discretionary AUM
$124.0M
Non-discretionary $22.1M
Clients
12
30 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 8, 2025
- Principal office
- Not reported
- Phone
- 650-808-0875
- Website
- HTTPS://AWADVISOR.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $146.0M
- Discretionary AUM
- $124.0M
- Non-discretionary AUM
- $22.1M
- Discretionary accounts
- 29
- Non-discretionary accounts
- 1
- Total accounts
- 30
- AUM per client
- $12.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $45.9M |
| Charitable organizations | Fewer than 5 | $5.7M |
| High net worth individuals | 7 | $85.8M |
| Pooled investment vehicles | 2 | $8.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Subscription fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- 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 | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 2 | 3 | increased by1 |
| Aug 1, 2026 | Custody | No | Yes | |
| Aug 1, 2026 | Clients | 8 | 12 | increased by4 |
| Aug 1, 2026 | AUM | $107,056,681 | $146,025,615 | increased by$38,968,934 |
| Aug 1, 2026 | Accounts | 34 | 30 | decreased by4 |
| Apr 1, 2026 | Employees | 1 | 2 | increased by1 |
| Apr 1, 2026 | Clients | 7 | 8 | increased by1 |
| Apr 1, 2026 | AUM | $103,556,811 | $107,056,681 | increased by$3,499,870 |
| Apr 1, 2026 | Accounts | 25 | 34 | increased by9 |
| Jan 1, 2026 | Registration | APPROVED-120 | APPROVED | |
| Jan 1, 2026 | Clients | 5 | 7 | increased by2 |
| Jan 1, 2026 | AUM | $89,865,992 | $103,556,811 | increased by$13,690,819 |
| Jan 1, 2026 | Accounts | 28 | 25 | decreased by3 |
| Dec 1, 2025 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARDEN GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARDEN GLOBAL” may also match similarly-named firms). Confirm identity against each filing.
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.