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ARES FINANCIAL CONSULTING LLC

CALABASAS, CA · CRD 282852 · IAPD ↗ · 818-986-1479

$243.9MRegulatory AUM
3Advisory reps
5Employees
5Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — ARES FINANCIAL CONSULTING LLC reported RAUM up 26% ($193.3M -> $243.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
June 2025 — ARES FINANCIAL CONSULTING LLC notice-filed in AZ, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2025 — ARES FINANCIAL CONSULTING LLC moved its main office from SHERMAN OAKS, CA to CALABASAS, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
November 2024 — ARES FINANCIAL CONSULTING LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2024 — ARES FINANCIAL CONSULTING LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2024 — ARES FINANCIAL CONSULTING LLC reported RAUM up 50% ($124.2M -> $185.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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