# Scaled Finance LLC

> Scaled Finance LLC is a state-registered investment advisory firm, registered since 2022, with no regulatory assets under management reported in its Form ADV filing dated March 4, 2026.

- CRD: 321728
- Filed as: SCALED FINANCE LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Washington
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/321728
- AdvisorCensus page: https://advisorcensus.com/firm/scaled-finance-llc-321728

## Quick answers

**How is Scaled Finance LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Scaled Finance LLC reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Scaled Finance LLC registered with the SEC or a state?**
Scaled Finance LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 321728.

**Does Scaled Finance LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/321728

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- scaledfinance.com
- Facebook @ScaledFinance
- Instagram @scaledfinance
- LinkedIn @scaled-finance-llc
- Pinterest @scaledfinance
- X @scaledfinance
- YouTube @UCX1yEL6yTrugX7WVJeV89VA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Scaled Finance LLC (CRD 321728): Form ADV filing data as of October 2026.