American Discovery Advisors, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 287488
- Registered since
- September 26, 2018
Firm profile
FINTRXOverview
American Discovery Advisors, LLC is organized as a limited liability company and has been SEC-registered since 2018. The firm is classified in the available records as an investment bank and is owned by a combination of a domestic entity and an individual. Publicly reported attributes indicate it does not present itself as a capital allocator and is not identified as an active ESG investor, pension consultant, or related adviser. The firm is not flagged as a multi-state adviser. Disclosure around the firm’s specific advisory services, investment mandates, and target client segments is minimal in the supplied data. That absence of customary profile details (investment strategy, product offerings, client types) limits what can be said about how the firm positions itself in wealth management or institutional markets.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Brian Webber
CEOCRD 2390733
Contacts
3 of 24
John Joliet
Founding PartnerCRD 2769030

Frank Mcmahon
Founding PartnerCRD 1744316

Peter Shoemaker
PartnerCRD 1601030
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 11150 Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
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