AUMdb

Kraken Adviser Llc

SEC-registered Wealth Manager · Boutique (under $100M) CRD 337920 · SEC file 801-134398 · Fort Lauderdale, FL · www.reddit.com
☆ Save with Pro ADV data as of Jul 20, 2026
Regulatory AUM
$377
Discretionary
$0
Clients
9
Avg AUM / client
$41
Accounts
9
Employees
5

AUM over time

$0 $400
Aug 21, 2025 Jul 20, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jul 20, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 9 $377 100.0%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Thomas Edward Crowell Registered representative Oct 2025 (1y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (2 archived)

FormPeriodSize
Form ADV (full filing) 07/20/2026 1.03 MB View · PDF · Source ↗
Form ADV (full filing) 06/16/2026 1.03 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Other fees
  • INDIRECT BENEFITS FROM ADVISORY CLIENT PAYMENT TO AFFILIATES

Services

  • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.

View current Form ADV (SEC/IAPD) ↗