Michael McCoy
Arden Wealth Management · Danville, California
Michael McCoy is a fee-only financial advisor at Arden Wealth Management in Danville, California. Arden Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Arden Wealth Management |
|---|---|
| Based in | Danville, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $17.3M across 42 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4721817 |
| Exams passed | Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.ardenwealthmanagement.com |
| Profile |
How Michael's firm compares
- Arden Wealth Management's average account is about $412,000, from its Form ADV (assets managed divided by 42 accounts).
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Questions about Michael
Is Michael McCoy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Arden Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Arden Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael McCoy based?
Michael McCoy is based in Danville, California.
Is Michael McCoy registered with the SEC?
Yes. Michael McCoy is registered as an investment adviser representative in CA (CRD 4721817), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Arden Wealth Management manage?
Arden Wealth Management reports $17.3M across 42 accounts in assets under management.
How do I contact Michael McCoy?
Through Michael's website, www.ardenwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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