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THE Aranda Group Advisors, LLC

SEC Registered

Maximize Enjoyment, Minimize Complexity.

Jenkintown, PAhttps://arandagroup.com215-576-6666
Assets Under Management
$100M–$500M
Employees
8
Office Locations
1 office
Total Accounts
432

About the firm

Aranda works to simplify your financial life and secure your family's wealth so you have freedom to pursue your passions and provide for future generations. The firm offers an integrated platform of Comprehensive Wealth Management and Personal Financial Concierge services to empower affluent clients to enhance their lifestyle, enjoy their retirement, and create a legacy.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthState/Municipal

Areas of expertise

Wealth ManagementFinancial ConciergeRetirement PlanningLegacy PlanningTax GuidanceInvestment ManagementEquity SecuritiesFixed Income

Services

Comprehensive Wealth Management and Personal Financial Concierge services, including managing income and expenses, planning for retirement and legacy, and guiding on taxes and investments.

Who they serve

Affluent clients

Client segmentClientsAssets managed
Individuals (Non-HNW)114$27M
High Net Worth Individuals42$205M

Leadership

Steven A Rosenberg
CHIEF COMPLIANCE OFFICER, MANAGING MEMBER

Office locations

1 office in 1 state
PA
JenkintownHQ

Advisors at this firm

4 advisors in the directory

Regulatory & compliance

CRD number
#302100
SEC Number
801-117280
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee

Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE Aranda Group Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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