Define Financial, LLC

CRD 286648 · San Diego, CA · $314.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 286648
SEC number: 801-122024
Firm type: RIA
Assets under management: $314.6M as of May 18, 2026
Website: www.linkedin.com/in/taylorschulte ↗
Phone: (858) 345-1197
Address: 12526 High Bluff Drive, San Diego, CA, 92130

Advisors at this firm

5 in our index · page 1 of 1

Tyler Joseph AubreyCRD 6738572 · San Diego, CA

IA RegisteredRegistration inactive
Mariani Bardo HummelCRD 7633928 · San Diego, CA

IA RegisteredRegistration inactive
Joshua Alan RendlerCRD 6964024 · San Diego, CA

IA Registered
Taylor Robert SchulteCRD 5371615 · San Diego, CA

IA Registered
Charles Wayan SchwabCRD 7116887 · San Diego, CA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 286648 ↗ FINRA BrokerCheck record for firm CRD 286648 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.