We Serve the Builders, Protectors & Trailblazers
From first responders “planning for tomorrow” to tech founders scaling fast — Tailored financial strategies rooted in predictable insights.
From first responders “planning for tomorrow” to tech founders scaling fast — Tailored financial strategies rooted in predictable insights.
We Serve the Builders, Protectors & Trailblazers
From first responders “planning for tomorrow” to tech founders scaling fast — Tailored financial strategies rooted in predictable insights.
Helping People Turn Hard Work Into Lasting Wealth
Helping People Turn Hard Work Into Lasting Wealth
At Aduna Capital, our roots are humble: we started with managing a $2,000 client account and grew from there. Today, while we handle sophisticated portfolios, we still honor our foundation: thoughtful, aggressive wealth-building grounded in expertise, not reputation.
We don’t spend our days on the golf course—we’re at our desks, analyzing, optimizing, and growing your wealth.
We believe our results speak for themselves; you won’t find flashy marketing here—just performance, referrals, and loyalty, especially from those in public service who know the value of real work.
At Aduna Capital, our roots are humble: we started with managing a $2,000 client account and grew from there. Today, while we handle sophisticated portfolios, we still honor our foundation: thoughtful, aggressive wealth-building grounded in expertise, not reputation.
We don’t spend our days on the golf course—we’re at our desks, analyzing, optimizing, and growing your wealth.
We believe our results speak for themselves; you won’t find flashy marketing here—just performance, referrals, and loyalty, especially from those in public service who know the value of real work.
At Aduna Capital, our roots are humble: we started with managing a $2,000 client account and grew from there. Today, while we handle sophisticated portfolios, we still honor our foundation: thoughtful, aggressive wealth-building grounded in expertise, not reputation.
We don’t spend our days on the golf course—we’re at our desks, analyzing, optimizing, and growing your wealth.
We believe our results speak for themselves; you won’t find flashy marketing here—just performance, referrals, and loyalty, especially from those in public service who know the value of real work.
Who We Serve
Who We Serve
Who We Serve
Modern Wealth Strategies - Tailored for you
Here’s a look at the diverse individuals and groups we proudly serve
Here’s a look at the diverse individuals and groups we proudly serve
Here’s a look at the diverse individuals and groups we proudly serve
First Responders & Educators
Your careers demand commitment, not compromise.
Managing irregular income to planning for underfunded pensions, our customized financial guidance helps civil servants build stability and long-term security.
First Responders & Educators
Your careers demand commitment, not compromise.
Managing irregular income to planning for underfunded pensions, our customized financial guidance helps civil servants build stability and long-term security.
First Responders & Educators
Your careers demand commitment, not compromise.
Managing irregular income to planning for underfunded pensions, our customized financial guidance helps civil servants build stability and long-term security.
Entrepreneurs, Founders & Business Owners
We started where you are.
As a founder-led company, we offer wealth strategies that go beyond business operations—think strategic liquidity, diversification via private market investments, and smart exit planning.
Entrepreneurs, Founders & Business Owners
We started where you are.
As a founder-led company, we offer wealth strategies that go beyond business operations—think strategic liquidity, diversification via private market investments, and smart exit planning.
Entrepreneurs, Founders & Business Owners
We started where you are.
As a founder-led company, we offer wealth strategies that go beyond business operations—think strategic liquidity, diversification via private market investments, and smart exit planning.
High-Net-Worth Individuals & Families
You’re focused on more than growth—you’re building a legacy.
Whether you're managing $100K or a multi-generational $250K+ portfolio, we craft bespoke plans that include private market access, tax-smart strategies, and sustainable growth.
High-Net-Worth Individuals & Families
You’re focused on more than growth—you’re building a legacy.
Whether you're managing $100K or a multi-generational $250K+ portfolio, we craft bespoke plans that include private market access, tax-smart strategies, and sustainable growth.
High-Net-Worth Individuals & Families
You’re focused on more than growth—you’re building a legacy.
Whether you're managing $100K or a multi-generational $250K+ portfolio, we craft bespoke plans that include private market access, tax-smart strategies, and sustainable growth.
Busy Tech Professionals
Life moves fast—your financial strategy shouldn’t slow you down.
As leading financial advisors in Norwalk, CA, we give you real-time portfolio visibility, automated efficiency, and private market access so you stay ahead with ease.
Busy Tech Professionals
Life moves fast—your financial strategy shouldn’t slow you down.
As leading financial advisors in Norwalk, CA, we give you real-time portfolio visibility, automated efficiency, and private market access so you stay ahead with ease.
Busy Tech Professionals
Life moves fast—your financial strategy shouldn’t slow you down.
As leading financial advisors in Norwalk, CA, we give you real-time portfolio visibility, automated efficiency, and private market access so you stay ahead with ease.
Alternative & Private Markets Investors
You’re not content with the status quo.
As crypto wealth advisors and alternative investment specialists, we help you diversify into ground-breaking opportunities—be it SpaceX, Anduril, Reddit, or other high-growth private ventures—whilst managing the risks smartly.
Alternative & Private Markets Investors
You’re not content with the status quo.
As crypto wealth advisors and alternative investment specialists, we help you diversify into ground-breaking opportunities—be it SpaceX, Anduril, Reddit, or other high-growth private ventures—whilst managing the risks smartly.
Alternative & Private Markets Investors
You’re not content with the status quo.
As crypto wealth advisors and alternative investment specialists, we help you diversify into ground-breaking opportunities—be it SpaceX, Anduril, Reddit, or other high-growth private ventures—whilst managing the risks smartly.
Tax-Savvy Accumulators
You want to grow your wealth while keeping more of your earnings.
We layer every strategy—IRA structuring, tax-loss harvesting, entity-level planning—with a keen eye on minimizing tax burden and maximizing sustainability.
Tax-Savvy Accumulators
You want to grow your wealth while keeping more of your earnings.
We layer every strategy—IRA structuring, tax-loss harvesting, entity-level planning—with a keen eye on minimizing tax burden and maximizing sustainability.
Tax-Savvy Accumulators
You want to grow your wealth while keeping more of your earnings.
We layer every strategy—IRA structuring, tax-loss harvesting, entity-level planning—with a keen eye on minimizing tax burden and maximizing sustainability.
Ready for a Different Kind of Financial Partner?
Wealth
Protection
Trust
Discipline
Clarity
We take clients who value substance over salesmanship — by referral or through those who discover we match their ambitions. If you’re serious about building and protecting wealth, let’s talk.
Ready for a Different Kind of Financial Partner?
Wealth
Protection
Trust
Discipline
Clarity
We take clients who value substance over salesmanship — by referral or through those who discover we match their ambitions. If you’re serious about building and protecting wealth, let’s talk.
Ready for a Different Kind of Financial Partner?
Wealth
Protection
Trust
Discipline
Clarity
We take clients who value substance over salesmanship — by referral or through those who discover we match their ambitions. If you’re serious about building and protecting wealth, let’s talk.