Carmandalian Financial Group, LLC
● SEC registered since 2022CRD 292458SEC# 801-123754Westlake Village, CA
Reg. AUM
$150.8M
Employees
2
Accounts
363
Location
Westlake Village, CA
About Carmandalian Financial Group
Carmandalian Financial Group, presenting as CFG Wealth, is an independent financial services firm offering holistic wealth management. Solutions described include investment management, estate and tax planning, asset protection, family business and real estate considerations, and a wealth simulation-led planning process.
Summary based on the firm’s website.
Carmandalian Financial Group, LLC assets under management
Carmandalian Financial Group, LLC operates as an SEC-registered investment adviser based in Westlake Village, CA. The firm has been registered since 2022. It reports $150.8 million in regulatory assets under management and employs 2 people.
Carmandalian Financial Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Steven Carmandalian Control | Owner & Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Carmandalian Financial Group, LLC manage?
Carmandalian Financial Group, LLC reports $150.8 million in regulatory assets under management on its Form ADV.
How many employees does Carmandalian Financial Group, LLC have?
Carmandalian Financial Group, LLC reports 2 employees.
Where is Carmandalian Financial Group, LLC located?
Carmandalian Financial Group, LLC is based in Westlake Village, CA and has been SEC-registered since 2022.
Does Carmandalian Financial Group, LLC disclose fund performance?
Carmandalian Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2829 Townsgate Rd, Suite 100, Westlake Village, CA 91361 |
| Phone | 818-707-5304 |
| Fax | 805-366-3481 |
| Office hours | 7:30 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$150.8M▲ 16%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,369 advisers
EmployeesTop 86%
More than 14% of 16,804 advisers
Assets under management
$150.8Mregulatory AUM
Discretionary $126.7MNon-discretionary $24.1M