City
Wealth management firms in Venice, California
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Venice, California reported $108.6 million in regulatory assets under management; the largest by assets was MDRN Wealth, with $72.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $108.6 million
- Average per firm
- $15.5 million
- SEC-registered, of those listed
- 1 of 7 (14.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | MDRN Wealth | State | $72.5 million | 454 |
| 2 | Westlight Wealth | State | $21.4 million | 11 |
| 3 | Life Unlocked Partners LLC | State | $14.8 million | 59 |
| 4 | Created Wealth Advisory | SEC | $0 | 0 |
| 5 | Han Assets Management LLC | State | $0 | 0 |
| 6 | JGL Advisory LLC | State | $0 | 0 |
| 7 | Lilac Wealth, LLC | State | $0 | 0 |
Wealth management firms in California, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.