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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ARES FINANCIAL CONSULTING LLC

CRD 282852

CALABASAS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8ceb014f-28fc-aabc-5400-741363fd86cb

Data as of Aug 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 3
On other graphs: 1
Observed: Apr 13, 2021 to Aug 17, 2026
28 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Ares Financial Consulting LLC

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $244MItem 5.F on the latest filing (2026-08-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $244M
Private client RAUM: $244MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $61.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 892
Individual clients: 243
High net worth clients: 46
SEC number: 801-121211
CIK: 2106717
CRD: 282852
Filings on the tape: 28
First filed: Apr 13, 2021
Latest filed: Aug 17, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFFREY T RICHTER	n/a	CALABASAS, CA	10	20	4	no
NILS ROGER WICKMAN	Certified Financial Planner	Tacoma, WA \| CALABASAS, CA	9	22	2	no
MICHAEL THOMAS LAMBRAKIS	Certified Financial Planner	CALABASAS, CA \| Tustin, CA	1	15	4	no
BRITTNEY ERIN KOLESAR	Certified Financial Planner	CALABASAS, CA \| Plano, TX	0	14	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
RICHTER, JEFFREY, T	CEO AND CCO	E	yes	01/2016	Apr 13, 2021	Nov 19, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PACIFIC COAST FIDUCIARY LLC	n/a	Former SEC adviser	$0	N	yes	n/a
ARES INSURANCE BROKERAGE SERVICE	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Tustin	CA	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 2, 2026	$244M	$244M	5	3	2	n/a	n/a
2024	Feb 28, 2025	$193M	$193M	4	4	3	n/a	n/a
2023	Mar 6, 2024	$186M	$186M	6	6	4	n/a	n/a
2022	Mar 13, 2023	$124M	$124M	5	4	3	n/a	n/a
2021	Mar 16, 2022	$106M	$106M	4	3	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	3	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$244M	$193M	26.2%	$124M	25.2%	5	4	2	3

Relationships

Affiliated with (2)

→ PACIFIC COAST FIDUCIARY LLCRegistered adviserother investment adviser, common control
factForm ADV
← PACIFIC COAST FIDUCIARY LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (6)

← BRITTNEY ERIN KOLESARAdvisorregistration: current employment
Mar 4, 2026 to presentfactForm ADV
← MICHAEL THOMAS LAMBRAKISAdvisorregistration: current employment
Oct 2, 2024 to presentfactForm ADV
← NILS ROGER WICKMANAdvisorregistration: current employment
Aug 1, 2017 to presentfactForm ADV
← JEFFREY T RICHTERAdvisorregistration: current employment
Mar 18, 2016 to presentfactForm ADV
← CHRISTOPHER DALE DINTERMANAdvisorregistration: previous registration
Feb 14, 2024 to Apr 2, 2025factForm ADV
← NATHAN Eugene SCHORSCHAdvisorregistration: previous registration
Sep 7, 2022 to Jun 10, 2024factForm ADV

Controls (1)

← RICHTER, JEFFREY, TOwnerCEO AND CCO, ownership code E, individual
Apr 13, 2021 to Nov 19, 2024factForm ADV

Dated events

Occurred
Apr 2, 2025
Advisor changed firm
Christopher Dale Dinterman left Ares Financial Consulting Llc for Pacific Coast Fiduciary Llc (registered 2024-04-11)
Form ADVobserved 4 days ago
Occurred
Jun 10, 2024
Advisor changed firm
Nathan Eugene Schorsch left Ares Financial Consulting Llc for Head To Toe Financial Planning (registered 2024-05-24)
Form ADVobserved 4 days ago
Occurred
Apr 13, 2021
First Form ADV filing
Ares Financial Consulting Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8ceb014f-28fc-aabc-5400-741363fd86cb
First observed: Apr 13, 2021
Last observed: Aug 17, 2026 33 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ARES FINANCIAL CONSULTING LLC

CRD 282852

CALABASAS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8ceb014f-28fc-aabc-5400-741363fd86cb

Data as of Aug 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:03 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY T RICHTER

n/a

CALABASAS, CA

NILS ROGER WICKMAN

Certified Financial Planner

Tacoma, WA | CALABASAS, CA

MICHAEL THOMAS LAMBRAKIS

Certified Financial Planner

CALABASAS, CA | Tustin, CA

BRITTNEY ERIN KOLESAR

Certified Financial Planner

CALABASAS, CA | Plano, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

RICHTER, JEFFREY, T

CEO AND CCO

yes

01/2016

Apr 13, 2021

Nov 19, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PACIFIC COAST FIDUCIARY LLC

n/a

Former SEC adviser

yes

n/a

ARES INSURANCE BROKERAGE SERVICE

n/a

City

State

Country

Employees

Also broker-dealer

Tustin

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 2, 2026

$244M

n/a

2024

Feb 28, 2025

$193M

n/a

2023

Mar 6, 2024

$186M

n/a

2022

Mar 13, 2023

$124M

n/a

2021

Mar 16, 2022

$106M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$244M

$193M

26.2%

$124M

25.2%