WESTLAKE VILLAGE, CACRD 106071Latest ADV March 27, 2026
Manchester Financial Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Westlake Village, CA. Its latest Form ADV filing, dated March 27, 2026, reports $1.0B in regulatory assets under management, 19 employees, 2 offices, and 2,453 accounts.
Assets Under Management
$1.0B
Employees
19
Offices
2 offices
Total Clients
1,102
Primary office
WESTLAKE VILLAGE, CA
2815 TOWNSGATE ROAD, SUITE 100, WESTLAKE VILLAGE, CA, United States
Top client segmentIndividuals represent 63.2% of total clients.
Top client categories% of clientsClients
1
Individuals
63.2%
696
2
HNWI
29.2%
322
3
Pension Plans
5.0%
55
4
Corporations
2.6%
29
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 27, 2026
Discretionary100.0%
$1.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.0B
Total Accounts2,453
10Y AUM Change+$542M (+107.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee58:1
10Y Employee Change-6 (-24.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.