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MENLO EQUITIES

MENLO PARK, CA · CRD 162139 · IAPD ↗ · menloequities.com · 650-326-9300

$4.69BRegulatory AUM
16Advisory reps
52Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
April 2025 — MENLO EQUITIES LLC is now doing business as MENLO EQUITIES.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
52
April 2025 — MENLO EQUITIES reported RAUM up 40% ($3.21B -> $4.49B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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