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EAGLESON ARNDT FINANCIAL ADVISORS

THOUSAND OAKS, CA · CRD 134098 · IAPD ↗ · 805-496-8450

$106.6MRegulatory AUM
1Advisory reps
1Employees
4Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
September 2026 — EAGLESON ARNDT FINANCIAL ADVISORS (THOUSAND OAKS, CA) left the SEC roster (was $106.6M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
95
April 2025 — EAGLESON ARNDT FINANCIAL ADVISORS (THOUSAND OAKS, CA) is newly SEC-registered with $121.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.