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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 Aug 17, 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 |
|---|---|---|---|
| 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.