Investment adviser · CRD 136101
SHONE WEALTH MANAGEMENT
Investment adviser filing (IA)
SHONE ASSET MANAGEMENT LLC
WALNUT CREEK, CA, United States · Form ADV filed Mar 16, 2021
- Regulatory AUM
- $356M Form ADV · Item 5.F
- Client accounts
- 344 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 142 | $309,337,884 | 86.8% |
| High-net-worth individuals | 200 | $37,525,699 | 10.5% |
| Retirement plans | 7 | $9,499,525 | 2.7% |
Filing source
Form ADV 1510597 · Mar 16, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 16, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1676 N. CALIFORNIA BOULEVARD, STE 410WALNUT CREEK, CA, 94596, United States
CRD 136101
Filing source
Form ADV 1510597 · Mar 16, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.