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Home > Retirement Planners > california > san diego > TORREY WEALTH, LLC
TORREY WEALTH, LLC
4660 La Jolla Village Dr
Suite 100
San Diego, California 92122
Tel: 858-732-5300
About TORREY WEALTH, LLC
TORREY WEALTH, LLC, formally registered with the SEC as TORREY WEALTH, LLC. The firm was established in 04/28/2022. They have over 1 offices throughout the country.
TORREY WEALTH, LLC is a San Diego, California based Financial Planning firm with nearly $126,615,654 assets under management, offering retirement planning & investment advisory services to 212 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310688 |
| SEC# | 801-124794 |
| Assets Managed by Firm | $126,615,654 |
| No. of Clients | 212 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 212 | $126,615,654 |
| Individuals (other than high net worth individuals) | 9 | $2,123,313 |
| High net worth individuals | 64 | $117,730,282 |
| Pension and profit sharing plans | Fewer than 5 clients | $963,516 |
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