Ardenwood Advisors, LLC
● SEC registered since 2025CRD 337412SEC# 801-133840
Reg. AUM
$107.1M
Employees
2
Accounts
34
Location
—
Ardenwood Advisors, LLC assets under management
Ardenwood Advisors, LLC is an SEC-registered investment adviser. The firm has been registered since 2025. It reports $107.1 million in regulatory assets under management and employs 2 people.
Ardenwood Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Flora Dong Control | Managing Member And Chief Compliance Officer | Over 75% | 2025 |
| Patrick Joseph Burns | General Counsel | Under 5% | 2025 |
| Xiaotong Wang | Member | Under 5% | 2025 |
Frequently asked questions
How much does Ardenwood Advisors, LLC manage?
Ardenwood Advisors, LLC reports $107.1 million in regulatory assets under management on its Form ADV.
How many employees does Ardenwood Advisors, LLC have?
Ardenwood Advisors, LLC reports 2 employees.
Does Ardenwood Advisors, LLC disclose fund performance?
Ardenwood Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 650-808-0875 |
| Office hours | 6:30a.m.-8:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$107.1M▲ 19%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$107.1Mregulatory AUM
Discretionary $102.9MNon-discretionary $4.2M