WEALTH ANALYTICS PARTNERS, LLC

12730 High Bluff Dr
Suite 260
San Diego, California 92130
Tel: 858-794-2100

About WEALTH ANALYTICS PARTNERS, LLC

WEALTH ANALYTICS PARTNERS, LLC, formally registered with the SEC as WEALTH ANALYTICS PARTNERS, LLC. The firm was established in 05/03/2006. They have over 1 offices throughout the country.

WEALTH ANALYTICS PARTNERS, LLC is a San Diego, California based Financial Planning firm with nearly $283,245,045 assets under management, offering retirement planning & investment advisory services to 440 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140115
SEC#	801-66566
Assets Managed by Firm	$283,245,045
No. of Clients	440
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	440	$283,245,045
Individuals (other than high net worth individuals)	90	$50,312,866
High net worth individuals	76	$228,986,565
Charitable organizations	2	$3,945,614

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