# C.D. Allen Wealth Management

C.D. Allen Wealth Management is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 131588
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/131588

## About

C.D. ALLEN WEALTH MANAGEMENT, LLC is a state-registered investment adviser in SANTA BARBARA, CA. The firm manages approximately $4 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Related profiles

- [Integrated Capital Planning](https://altss.com/profile/integrated-capital-planning-llc)

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Last updated: 2026-07-06T01:24:13.871Z

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