Overview
Assets Under Management: $222 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 33
Average Client Assets: $2 million
Frequently Asked Questions
SORRENTO PACIFIC FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127787), SORRENTO PACIFIC FINANCIAL, LLC is subject to fiduciary duty under federal law.
SORRENTO PACIFIC FINANCIAL, LLC is headquartered in SAN DIEGO, CA.
SORRENTO PACIFIC FINANCIAL, LLC serves 33 high-net-worth clients according to their SEC filing dated August 08, 2025. View client details ↓
According to their SEC Form ADV, SORRENTO PACIFIC FINANCIAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
SORRENTO PACIFIC FINANCIAL, LLC manages $222 million in client assets according to their SEC filing dated August 08, 2025.
According to their SEC Form ADV, SORRENTO PACIFIC FINANCIAL, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.61
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 924
Discretionary Accounts: 697
Non-Discretionary Accounts: 227
Regulatory Filings
CRD Number: 127787
Filing ID: 2008496
Last Filing Date: 2025-08-08 07:35:00
Website: https://atriawealth.com